Kathleen Accounting & Tax Service

Firm Profile

Welcome to Kathleen Accounting & Tax Service, a full-service accounting firm based in Lakeland, FL. Our firm is licensed in Florida and comprises a team of experienced, friendly professionals dedicated to providing you with personalized and quality services. We specialize in offering a wide range of services for business owners, executives, and independent professionals, and we take pride in being affordable, experienced, and approachable.

Our Services

At Kathleen Accounting & Tax Service, we offer a comprehensive suite of services tailored to meet your financial needs. Our expertise spans across various aspects of financial management, allowing us to serve individuals and businesses efficiently. Here are the services we provide:

Services for Individuals

In today's complex financial environment, protecting your personal assets has become more critical than ever. At Kathleen Accounting & Tax Service, we prioritize safeguarding you and your family while maximizing your hard-earned dollars. Our services include:

1. Personal financial planning

2. Estate planning

3. Elder care

Find out more about our services for individuals.

Business Services

Is your business operating at its full potential? Our business services are designed to enhance efficiency, maintain compliance, and boost revenue and profits. Here's what we offer:

1. Accounting and bookkeeping

2. Payroll management

3. Cash flow management

4. Bank financing assistance

5. Business valuation

6. Strategic business planning

7. Succession planning

8. New business formation

9. Non-profit organization support

10. Internal controls assessment

11. Business strategies development

Find out more about our business services.

Tax Services

At Kathleen Accounting & Tax Service, we believe that you should never pay more taxes than necessary. Our tax services aim to help you take full advantage of deductions and credits through our planning, compliance, and preparation expertise. Here are the services we provide:

1. Tax preparation

2. Tax planning

3. Tax problem resolution

4. IRS audit representation

5. Offer in compromise

6. IRS payment plan negotiation

7. Bankruptcy assistance

8. Innocent spouse relief

9. International tax services

10. Expatriate tax services

Find out more about our tax services.

QuickBooks Services

QuickBooks is the leading business accounting software, and our QuickBooks services ensure that you make the most of this robust tool. We offer:

1. QuickBooks setup

2. QuickBooks training

3. QuickAnswers (quick support)

4. QuickTuneup (regular maintenance)

5. Buy QuickBooks and save

Find out more about our QuickBooks services.

Kathleen Accounting & Tax Service is committed to providing you with unparalleled support, ensuring a sound and secure financial future. Our experienced team is always ready to take the worry out of your financial management, leaving you to focus on what you do best. We invite you to explore our services further and discover how we can help you achieve your financial goals.