Easy file with our tax pro!

Tax Preparation

Get accurate filing and maximum savings when you hire our tax expert. Kate Financial offers personalized help with any tax form you may need to file this year! From 1040s, 1099s, 1120s, and beyond. We handle complicated tax forms so you don’t have to. Think tax season minus the stress

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Full Service Bookkeeping

Need help managing your books?

Kate Financial takes your bookkeeping tasks off your hands! Our dedicated bookkeeper can manage your books -past or present- from start to finish!

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Accounting Services To Fit Your Needs

Virtual Accounting for Small Business & Nonprofits

Kate Financial is powered by our licensed CPA which offers tailored solutions that meet your unique financial needs. Experience hassle-free accounting and strategic consulting designed to help you succeed.

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