Business Details
19 Years
experience
Trusted Accounting & Tax Services in Central Valley
Cates and Company and Company CPA was established in 2007 to address the accounting and tax preparation needs of individuals and small businesses in the Central Valley. Our practice is built on the principle of being large enough to serve clients effectively while maintaining the personalized attention that defines our approach. With decades of combined experience, our team prioritizes continuing education to stay current with evolving tax laws and government regulations. We utilize industry-leading software to ensure precision in every service, from bookkeeping to IRS representation.Our competitive pricing model challenges large storefront tax preparers, while our quality consistently exceeds expectations. Clients benefit from remote consultations via email and phone, enabling us to serve not only the Central Valley but clients across California and beyond. A free initial consultation underscores our commitment to accessibility and client satisfaction. Our mission centers on empowering clients to achieve financial success through timely, thorough, and accurate solutions tailored to both present and future goals.
Services
Tax Preparation
Bookkeeping
Payroll Services
Individual Tax
Small Business Tax
IRS Representation
General Accounting
Check Writing
Bank Reconciliations
Details
- Year established: 2007
Highlights and features
- We have over 30 years of experience in tax preparation and accounting.
- Our team includes CTEC-registered tax professionals.
- We offer free consultations for new clients.
- We utilize the latest tax and accounting software.
- We provide remote services via email and phone for clients statewide.
Associations and certifications
- CTEC
What people say
Personalized attention
Expertise in real estate taxes
Remote consultations convenient
Competitive pricing
Thorough documentation
Services
Tax Preparation
Our tax preparation services cater to individuals and small businesses, ensuring compliance with current regulations. We specialize in complex scenarios including real estate transactions, partnerships, and nonprofit organizations. Clients receive personalized guidance to minimize liabilities and maximize refunds through meticulous documentation and strategic planning.
Bookkeeping
We provide comprehensive bookkeeping solutions, including check writing, bank reconciliations, and QuickBooks support. Our systems streamline financial tracking, offering businesses clarity and control over their cash flow. Accurate record-keeping ensures informed decision-making and simplifies year-end tax processes.
Payroll Services
Our payroll services handle all aspects of employee compensation, from tax withholding calculations to paycheck distribution. We ensure compliance with federal and state regulations while reducing administrative burdens. Clients benefit from timely, error-free processing and year-round support for payroll-related inquiries.
IRS Representation
We advocate for clients during IRS audits or disputes, leveraging our expertise to resolve issues efficiently. Our representation includes correspondence, documentation submission, and negotiation of payment plans. This service provides peace of mind for individuals and businesses facing tax-related challenges.
Accounting Services
From general accounting to customized financial strategies, we offer solutions tailored to business cycles and growth phases. Our services include problem-solving consultations, long-term planning, and implementation of systems to improve financial organization and operational efficiency for enterprises of all sizes.
People
Teresa Cates
Founder & CPA
Teresa Cates and Company and Company, founder of Cates and Company and Company CPA, has over 30 years of experience in tax preparation and accounting. She specializes in QuickBooks systems, non-profits, small businesses, real estate, and partnerships, providing tailored financial solutions that enhance organizational efficiency and client success.
Shelby Gadea
CTEC Registered Tax Preparer
Shelby Gadea, a CTEC-registered tax preparer and notary public, delivers precise tax solutions for individuals and small businesses. Her focus on accuracy and client education ensures compliance while addressing unique financial circumstances through personalized advisory services.
Diann Hose
Office Manager
Diann Hose manages daily operations as a CTEC-registered tax preparer and office manager. Her expertise in payroll and bookkeeping supports seamless client service, combining technical proficiency with a commitment to resolving client needs efficiently and transparently.
Cheryl Stone
CTEC Registered Tax Preparer
Cheryl Stone provides tax preparation services as a CTEC-registered professional and notary public. Her client-focused approach emphasizes clear communication and thorough documentation to ensure compliance and build long-term trust with individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial planning, and tax compliance services tailored to small businesses, ensuring accurate records and strategic financial management.
Do you offer free tax consultations?
Yes, we provide free initial consultations for new clients to discuss tax preparation needs, answer questions, and outline personalized service options.
How can I submit my tax documents remotely?
Clients can securely email tax information for virtual interviews and filing, allowing us to serve individuals and businesses statewide without in-person visits.
Are your tax preparers certified?
Our team includes CTEC-registered tax preparers and notary publics, ensuring compliance with California's certification standards for tax professionals.
What areas do you serve?
While based in the Central Valley, we serve clients throughout California and beyond via remote consultations and digital document handling.
