Kathleen I. Morell — CPA in Pacific Grove, California
KI
Kathleen I. Morell
Certified Public Accountant
|
Licensed in California
Verified
Licensed
214 18th St, Pacific Grove, California 93950
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About Kathleen I. Morell
Kathleen I. Morell is a certified public accountant (CPA) with over 15 years of experience serving clients in Pacific Grove, California.
She specializes in providing basic accounting services, financial planning, and individual tax services, as well as general accounting and advisory services.
With expertise in tax planning for small and medium-sized businesses, entrepreneurs, and startups, Kathleen helps clients navigate complex financial situations and achieve their goals.
Notably, she offers retirement account tax reporting services, ensuring that clients' retirement savings are optimized for tax efficiency.
Services Offered
Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense
Client Types Served
Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants
Specialties
Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)
Industry Expertise
Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals
Languages Spoken
English
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
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