Business Details
50+ Years
experience
Your Trusted Accounting Partner in Kewanee, IL
Calvert Tax & Bookkeeping has been serving individuals and businesses with comprehensive accounting solutions since 1970. Our expertise spans tax preparation, bookkeeping, payroll processing, and financial planning, tailored to meet the diverse needs of clients across the tri-county area and beyond. With a team of certified professionals, including CPAs and Notary Publics, we prioritize accuracy, compliance, and personalized service. Our focus on leveraging technology like QuickBooks ensures efficient financial management for small businesses and corporations alike. We specialize in multi-state payroll, estate and trust tax filings, and retirement planning, backed by decades of experience.As members of the Illinois CPA Society, BBB, and NATP, we uphold the highest standards of professionalism. Our commitment to client education and transparent communication has built lasting relationships with individuals, farmers, and small businesses. By handling complex financial tasks, we empower clients to concentrate on achieving their personal and business goals. Our seasonal staff expansion ensures timely support during peak tax seasons, maintaining meticulous attention to detail in every client interaction.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Planning
QuickBooks Support
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of combined experience in tax and accounting services
- Our team includes certified professionals with specialized expertise in multi-state payroll
- We utilize advanced QuickBooks technology for precise bookkeeping solutions
- We provide personalized financial planning for retirement and estate management
- We maintain BBB accreditation and active industry association memberships
What people say
Exceptional tax expertise
Reliable deadline compliance
Personalized financial guidance
Accurate payroll processing
Knowledgeable QuickBooks support
Services
Tax Preparation
We prepare federal and state tax returns for individuals, corporations, partnerships, estates, trusts, and non-profits. Our expertise includes multi-state filings and specialized forms for senior citizens. With over 50 years of experience, we ensure compliance and maximize refunds through accurate, timely submissions for 2000+ clients annually.
Bookkeeping Services
We manage complete bookkeeping solutions using QuickBooks software. Services include bank reconciliations, accounts payable/receivable, financial statements, and sales tax reporting. Our systems ensure accurate records for IRS compliance and business decision-making, supporting small enterprises through corporate entities with organized financial data.
Payroll Services
We handle complex payroll administration for businesses with employees nationwide. Our services cover tax withholding calculations, multi-state filings, direct deposit processing, and compliance with evolving regulations. With specialized expertise in payroll tax codes, we reduce administrative burdens while maintaining 100% accuracy in government remittances and reporting requirements.
Financial Planning
We provide comprehensive financial planning for retirement, estate preservation, and asset protection. Services include 401(k) rollovers, estate planning strategies, and personalized wealth management. Our certified advisors create tailored plans for individuals at all life stages, focusing on long-term financial security and intergenerational asset transfer solutions.
QuickBooks Support
We offer QuickBooks implementation, training, and troubleshooting services. Our certified professionals optimize software configurations for business needs, ensuring accurate financial tracking and reporting. From setup to ongoing support, we help clients maximize accounting efficiency through technology solutions tailored to small business operations and compliance requirements.
People
Karin Cook
CPA & Owner
With 30+ years in public accounting, Karin specializes in tax and bookkeeping for small businesses. She acquired Calvert Tax & Bookkeeping in 1996 after six years working with founder Marilyn Calvert. A Notary Public, she focuses on client success through accurate financial solutions.
Dena Huber
Payroll Specialist
Dena brings 19+ years of experience in multi-state payroll processing and bookkeeping. Formerly a bookkeeper at Bill Peyer, she excels in sales tax compliance and accounting support. Her expertise ensures accurate payroll solutions for businesses with nationwide employee operations.
Terry Cook
Tax Professional
Terry has prepared taxes since 2002, specializing in individual, small business, and farm returns. He transitioned Marilyn Calvert's farm clients during her final seasons. A Notary Public, he combines technical expertise with personalized service for accurate tax filings.
Jacob Paxton
Accounting Specialist
Jacob joined in 2020 with expertise in payroll, bookkeeping, and tax preparation. Holding a Master's in Professional Accounting, he supports corporations and nonprofits while providing technology solutions for accounting systems and electronic filing processes.
Katrina Jordan
Financial Advisor
Katrina joined in 2022, focusing on payroll and tax services. With a BS in Business and Accounting, she provides financial planning expertise and supports technology integration for efficient client solutions across individual and corporate tax needs.
Questions
What tax services do you offer for small businesses?
We prepare corporate tax returns, handle multi-state filings, and provide compliance guidance for C and S corporations. Our services include year-round tax planning to optimize business deductions and minimize liabilities.
Can you assist with payroll for businesses operating in multiple states?
Yes, we manage payroll processing across all 50 states, handling state-specific tax withholdings, quarterly filings, and year-end reporting requirements while maintaining compliance with changing regulations.
Do you provide QuickBooks training for new business owners?
We offer QuickBooks setup, training, and troubleshooting services to help business owners effectively manage their accounting systems and financial records.
What financial planning services are available for retirement?
We provide retirement strategy development, 401(k) rollover assistance, and estate planning services to help individuals create sustainable wealth management plans tailored to their specific goals.
Are you equipped to handle farm tax returns?
Yes, we specialize in agricultural tax filings with experienced professionals who understand the unique deductions and compliance requirements for farming operations.
How do you ensure accuracy in tax preparation?
Our team of certified professionals uses advanced software and follows strict quality control procedures to verify all calculations and documentation before submitting any tax returns.
