Services
Benefit from more than 30 years of experience in tax and financial planning for small businesses and individuals. Kate O'Dea, CPA provides personal and business accounting, tax & record keeping, management advisory, and information systems services.
Accounting
We assist you in all aspects of your accounting process, from bank reconciliations to audit prep. Cleaning up problem areas is our specialty.
Payroll Services
Leave your payroll to us. We assist with weekly, bi-weekly, monthly, and annual payroll services along with all required payroll tax returns.
Tax Preparation
We prepare individual, corporate, partnership, non-profit, and trust income tax returns and electronically file your returns for a faster refund.
Corporations
Identifying the ins and outs of your venture is important. We learn what you do and how you do it to ensure your reporting is accurate.
Partnerships
We work with you to prepare accurate returns, taking into account proportions of distributions and percentage of ownership.
Non-Profit
We navigate the complexities of non-profit tax returns and business planning, taking in account state and federal reporting.
Tax Planning
We will work with you any time of the year to assist in your tax planning and review opportunities to maximize your tax savings.
S Corps And LLCs
We'll discuss and evaluate the best structure for your business, whether that's S Corp or LLC, and keep you compliant with IRS tax regulations.
Trusts & Estates
We prepare trust and estate tax returns that include multiple assets, such as real estate, commercial property, and rentals.
