"Technical Excellence at Reasonable Rates"
In today's complicated and ever-changing tax environment, smart individuals and businesses engage Kathleen Winston C.P.A. to insure that their tax forms are prepared properly and advantageously, and to plan their financial future.Services include:* Complete individual federal & state income tax planning, preparation, research, projections, withholding calculations, consultations, etc. including Free Electronic FilingAn alumnus of Ernst and Young, with an M.B.A. in Taxation, Kathleen Winston C.P.A. is uniquely equipped to provide all the benefits of a "Big 4" accounting firm.* Complete federal & state income, property, payroll, and sales tax planning, research, preparation, and consultation for all types of businesses, including non-profit and "S" corporations
* Services provided for all 50 states
* Personal financial planning
* Estate planning, complete tax and financial services for estates, trusts, and partnerships
* Consultation on advisability of incorporation and entity selection, including all "S" corporation issues
* Click here for examples of businesses currently serviced by Kathleen Winston C.P.A.
Small businesses recognize the need for skilled financial management. If they cannot justify or afford a full-time professional, smart companies engage Kathleen Winston C.P.A. to perform these essential functions:
* Supervise monthly closings and annual reportingsKathleen Winston C.P.A. will handle these functions properly and quickly, allowing company principals to concentrate on their business.* Design and implement financial systems
* Convert financial systems to computer
* Prepare financial statements and analyze financial results
* Respond to inquiries from government agencies
* IRS and state tax audit representation
* Train and supervise accounting staff
* Prepare budgets
* Obtain financing
* Administer benefits, insurance, and retirement plans.
* Meet all special requirements for not-for-profit corporations.
Kathleen Winston C.P.A. currently services businesses in many fields, including: Appliance Repair Attorneys
BioMedical
Catering
Child Care
Construction
Consulting
Dog Club
Electronics R & D
Engineering
Entertainment
Environmental Protection
Event Planning
Farming
Graphic Design
Hair Stylist
Health Club
Interior Design
Landscaper
Market Research
Non-Profit Organization
Nursing
Physical Therapy
Pharmaceuticals Printing
Retail Sales Small Manufacturing Software
Video Production
Wholesale Sales
Kathleen Winston gained public accounting experience at Ernst & Young, where she was responsible for domestic tax research and memoranda. She also has over 10 years of experience in operations as a Chief Financial Officer and Divisional Controller of national service-oriented companies. She established her own firm in 1981, providing excellence in tax and financial services to small businesses and individuals.
- BBA in Accounting and MBA in Taxation from Pace University, NY. (cum laude)
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Massachusetts Society of Certified Public Accountants (MSCPA)
- Board Member and Treasurer, Sudbury Chamber of Commerce
Kathleen Winston C.P.A.
Voice: +1 978 443 2589
Fax: +1 978 443 8518
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All inquiries welcome!
Copyright 1999 - 2009 Kathleen Winston C.P.A. All rights reserved.