Kathleen R Lindquist CPA

At Kathleen R. Lindquist, CPA PC, we are dedicated to providing high-quality, personalized financial guidance to individuals and small businesses in the East Valley area surrounding Tempe, Arizona. Our mission is to exceed our clients' expectations by delivering quality work in a timely manner, while upholding the highest standards of ethics and professionalism.

Our Services

We offer a wide range of services to meet the unique needs of each client. These services include:

Tax Management Services

We provide expert guidance in tax planning and preparation, helping our clients minimize their tax liabilities, maximize their cash flow, and achieve their financial goals. Our team is knowledgeable and up-to-date on tax laws, and we provide thorough research to optimize financial opportunities.

Accounting Services

Our accounting services are designed to help businesses maintain profitability and capitalize on new opportunities. We offer accurate and insightful financial information through general ledger and financial statement preparation, bookkeeping, and financial statement preparation.

Estate and Trust Planning and Tax Preparation

We believe that effective estate and trust planning is essential for ensuring financial security for loved ones and a smooth succession of ownership. Our expertise helps individuals and businesses navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize tax liabilities.

IRS Representation

In the event of an audit, professional representation is crucial. Our experience with tax authorities enables us to guide our clients through the auditing process, providing peace of mind and minimizing stress.

Bookkeeping/Write-up

Accurate record-keeping is essential for a successful business, but it can also be time-consuming and complicated. We can help alleviate this burden by providing bookkeeping and write-up services, allowing you to focus on your core business.

Entity Selection and Restructuring

The type of entity you choose for your business has a significant impact on your taxes and liabilities. We can advise on choosing the right entity type and restructuring if advantageous.

Compilation

We provide compilation services, which involve adjusting accounting records and providing financial statements for internal purposes.

Payroll Services

Our payroll services include processing, reporting, and compliance with tax laws and regulations.

Accounting System Setup and Support

We offer setup and support for accounting systems, including general ledger and financial statement preparation.

Tax Rates and Due Dates

We provide information on current and past tax rates and due dates, helping you stay up-to-date and ahead of deadlines.

Our team at Kathleen R. Lindquist, CPA PC is committed to providing exceptional service, quality work, and expert guidance to individuals and small businesses in the East Valley area. We strive to exceed our clients' expectations and look forward to serving you.