Contrary to popular belief, tax planning and preparation is as much about people as it is about numbers. We work one on one with you to understand your situation and goals and to help make your life, as it relates to taxes, worry-free, hassle-free and even enjoyable.
We help clients with tasks as simple as an individual tax return, or as complex as
filing returns for firms doing business in multiple states. Have a question about something you don’t see here? Don’t hesitate to ask.
Our expertise ranges from the simple to the complex:. We are experienced in preparing returns in all 50 states, and for entities of all kinds:
We can begin your taxes as soon as you receive all W-2s, 1099s and other income statements. Of course, earlier is better when it comes to filing your return, but we’ve been known to help people come in under the wire as well!
We file online for timeliness and convenience, but will mail your return if you prefer. In some cases (filing back taxes, for example), submitting hard copies is required by law.
Should you be among the rare number of people selected for audit in any given year, Katharine will be happy to accompany you to the audit and provide assistance as needed.
Fluent in German and French, Katharine can help native speakers of those languages living in the U.S. who have questions regarding taxes or other accounting issues.