Tax Services

At KATHY LORD EA, we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to business and estate tax planning to the preparation of personal and corporate returns to effective representation before taxation authorities. We take an active approach to all aspects of taxation –our seasoned staff monitors compliance to avoid surprises at tax time, and stays current with changes in tax law to identify the tax planning implications, allowing us to proactively apply updated strategies to minimize our clients’ tax liability and maximize their financial growth.

Individual Taxes

At KATHY LORD EA, we specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable and experienced tax professionals ensure that you receive all the deductions to which you are entitled, and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, we are available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.

Expert Tax Preparation

Preparing your own tax return can be confusing, frustrating, and costly, as constantly-changing tax laws can perplex even the savviest taxpayer, and money-saving deductions and credits can easily be overlooked. An experienced tax professional can save time, stress, and money…that’s why a study released by the US government last year revealed that most taxpayers feel they benefit from using a professional tax preparer. At KATHY LORD EA, our tax experts put their knowledge and experience to work for you - they know the tax code and constantly study changes in tax policy to understand how those changes affect you, and they will accurately prepare your return to take advantage of all of the deductions and credits to which you are entitled.

Corporate Taxes

At KATHY LORD EA, careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer expert tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.

Small Business Tax Specialists

At KATHY LORD EA, we focus on meeting the special tax needs of small businesses, from planning to filing, from quarterly payroll and sales tax filings though year-end taxes. Our experts have the experience to help you navigate the often confusing small business tax landscape, and the knowledge to guide you to take advantage of the most current developments in the tax laws to develop an overall tax strategy to help you minimize your tax liability.

Tax Service Inquiry