Services Offered
Tax Preparation
Comprehensive tax return services for individuals and families, ensuring accuracy and compliance with current regulations.
Tax Planning
Year-round strategic advice to optimize tax benefits, minimize liabilities, and plan for future financial goals.
Financial Consulting
Personalized guidance on complex financial scenarios, including retirement planning and investment strategies.
Compliance Services
Assistance with tax regulations and filings to maintain legal compliance and avoid penalties.
Client Convenience Services
Home pick-up and drop-off of materials, along with responsive communication for a seamless experience.
Reviews
5(5 reviews)
Rating Distribution
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Shawn Kyzer
via Google
8 months ago
We've used Kathleen Finn's services for years and she has helped us navigate complex tax scenarios with ease. Her expertise and professionalism are outstanding, and she always ensures we're maximizing our benefits while staying compliant. Kathleen takes the time to explain everything clearly and provides valuable tax planning advice throughout the year, not just during tax season. Highly recommend her services!
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Barry Harrelsonvia Google
9 months ago
I’ve been working with Kathleen Finn for more than a decade, and I consider her the best tax accountant I’ve had (I’m 80 years old). The experience has been excellent. She is incredibly knowledgeable, thorough, and always up-to-date on the latest tax regulations. She is very responsive, and her guidance is clear. Currently, three members of my family have her as their tax accountant, and she has provided pro bono assistance to me with the taxes of a non-profit. I highly recommend her services to anyone looking for reliable and professional tax assistance.
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Teddy R. Claryvia Google
9 months ago
I've been working with Kathleen for over 6 years, and I couldn't be happier with her service. She is incredibly knowledgeable, detail-oriented, and always take the time to explain things in a way that's easy to understand. Her professionalism and responsiveness have truly set them apart. Highly recommend to anyone looking for a reliable and trustworthy CPA!
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Laura Pickettvia Google
9 months ago
We have worked with Kathleen Finn for years now and our experience has been nothing short of exceptional. She is quick to respond, professional, and incredibly knowledgeable. She makes the entire tax process smooth and stress-free with clear communications and attention to detail. We continue to recommend her to friends and family and anyone looking for a reliable tax professional.
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Nan Raphaelvia Google
9 months ago
Kathleen was recommended to me by Bill Phillips when he decided to retire from doing individual tax returns. I knew I would be in good hands with a recommendation from him. I have been using her services for several years now. She has made the process as easy as possible even going so far as to pick up and drop off materials at my home which she started doing during the pandemic. She takes the time to explain things, answer questions in a way that is easy to understand along with being personable. I have already recommended her to friends and will continue doing so until she can't take on anymore clients.
