Kathleen P. Caldwell, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Kathleen P. Caldwell, CPA, I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. These professional services include:
- Tax Management Services
- IRS Representation
- Entity Selection and Restructuring
- Employee Benefits, Pension, and Profit-Sharing Plans
Tax Management Services
At Kathleen P. Caldwell, CPA, I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Kathleen P. Caldwell, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with me can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Kathleen P. Caldwell, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Kathleen P. Caldwell, CPA can advise you on choosing an entity type and later restructuring if advantageous. With my knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Kathleen P. Caldwell, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Kathleen P. Caldwell, CPA can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
QuickBooks/Sage 50/Sage 100 Accounting Help and Assistance
QuickBooks, Sage 50 (formerly Peachtree), and Sage 100 can provide useful and timely information in the form of financial statements, reports and graphs. However, they can only provide this information if you purchase the right product and then install, setup and use it properly. I don't just help you use the software, I help you use it more efficiently and more effectively.
Kathleen P. Caldwell, CPA offers the following solutions to help meet your QuickBooks, Sage 50, and Sage 100 needs:
I train you personally! Either one-on-one or several individuals within your organization at your company's location.
I can install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode. Or I can help you convert your desktop version to QuickBooks Online.
I assist new QuickBooks, Sage 50, and Sage 100 users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. I also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
My QuickBooks, Sage 50, and Sage 100 support service can assist you with any installation, setup or operation assistance you might need. In addition, my support is not limited just to the software part of it, but I can also provide accounting and payroll assistance.
My QuickBooks, Sage 50, and Sage 100 review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. I also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.