Tax Services

At Kathy Nelson and Associates, PA our relationship with our clients lasts longer than the tax season.  We correspond with our clients throughout the year; helping to keep us up-to-date on tax related developments as they happen.  This regular communication helps accomplish two things:  first, it allows us to partner with you to insure that we structure taxable events to your best advantage and second, it allows us to reduce the chance of missing important data as tax deadlines approach.  We alleviate tax stress on our clients by:

• Sending tax organizers to our clients each January detailing each item necessary for the completion of their tax returns.  This ensures accuracy, limits miscommunication and decreases the cost to our clients.
• Using tax projections to estimate clients’ liabilities before they are due.
• Offering customized tax calendars including tax due dates.

Our skilled CPAs are ready to assist clients with varying needs.  We work with:

• Accounting methods and periods.
• Business valuations.
• Employee Benefit Plans including pension plans, profit sharing plans, cafeteria plans, and section 125 plans.  Entity structuring—sole proprietorship, partnership, limited liability company, limited liability partnership, and corporation.
• Family wealth planning—estates, trusts gifts.
• Individuals for tax preparation, planning and projection.
• IRS ruling requests.
• Multi-state tax issues.
• Nonprofit organizations.
• Payroll accounting including both annual and quarterly tax return preparation.
• Record retention.
• Tax audits.