Question 1

What services does Kelly Tate CPA offer?

Accepted Answer

Kelly Tate CPA is a full-service tax, accounting, and business consulting firm that offers a range of services for both individuals and businesses. These include personal financial planning, estate planning, elder care, small business accounting, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organization services, and internal controls. They also provide tax services such as tax preparation, tax planning, and IRS audit representation.

Question 2

What is Kelly Tate CPA's approach to client service?

Accepted Answer

Kelly Tate CPA is committed to providing accurate, diligent, and personalized service to their clients. They strive to be a trusted advisor, working closely with clients to understand their unique needs and goals, and tailoring their services accordingly.

Question 3

What are the firm's core values?

Accepted Answer

Kelly Tate CPA is guided by a set of core values, including a commitment to excellence, integrity, and responsiveness. They prioritize building long-term relationships with their clients and providing transparent, responsive, and personalized service.

Question 4

What additional resources and tools does Kelly Tate CPA offer?

Accepted Answer

In addition to their wide range of accounting and tax services, Kelly Tate CPA provides clients with access to valuable resources such as financial calculators, a client portal, and a newsletter with the latest news and insights. They also offer QuickBooks setup, training, and support to help clients manage their finances more effectively.

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Tate and Klohr

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What services does Kelly Tate CPA offer?

What is Kelly Tate CPA's approach to client service?

What are the firm's core values?

What additional resources and tools does Kelly Tate CPA offer?

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