Services

Tax Services

Individual Tax Returns: The main service of Cat in a Tree is preparing and filing individual federal and state tax returns. Cat in a Tree has experience preparing a high-volume of tax returns, and preparing complicated returns that require multi-state filings, filing Schedules A-E, and in-depth research of the Internal Revenue Code.

All tax returns are prepared and reviewed by the owner, a licensed CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), and Enrolled Agent (EA). Tax preparation work is not contracted out to India, nor does an inexperienced tax preparer or staff accountant prepare returns at Cat in a Tree. In addition, any notices and correspondence from the Internal Revenue Service (IRS) or state agencies regarding tax returns prepared and filed by Cat in a Tree will be reviewed and responded to by the company.

Other Tax Services: Cat in a Tree is open to preparing other types of tax returns. Cat in a Tree has experience preparing tax returns for business entities, non-profits, trust and estates, payroll, and sales
tax.

Cat in a Tree is also available to represent tax payers regarding tax issues/controversy and audits involving the IRS or state agencies. Cat in a Tree can handle all communications with taxing authorities on behalf of tax payers, and it has experience reviewing documents and researching complicated tax matters.

Personal/Family Accountant

Imagine having all your financial and accounting needs organized and handled by your own Personal/Family Accountant. This service is intended for busy, high-net-worth individuals/families who do not have the time or skill to manage their financial affairs. This service is highly customizable, but can include the following services:

  • Reconciliation of financial accounts
  • Prepare and maintain personal financial statements
  • Bill payment
  • Personal and small business bookkeeping
  • Preparing and filing tax returns
  • Budgeting, saving, spending, and cash flow analysis
  • Fiduciary/liaison between other professionals, i.e., lawyers, investment managers, real estate agents, vendors, etc.