Sign In Get Started

Katherine L. Donat — CPA in Stockton, California

KL

Katherine L. Donat

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
3246 W Moreing Court, Stockton, California 95204 View on Maps

About Katherine L. Donat

Katherine L. Donat is a certified public accountant (CPA) based in Stockton, California.

With over 15 years of experience in public accounting, she specializes in providing basic accounting services, financial planning, and tax compliance to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs.

Donat prepares individual and business tax returns, and offers tax planning and consulting services to help clients navigate tax regulations and optimize their financial situations.

Her expertise spans tax planning, financial statement preparation, and budgeting, making her a valuable resource for businesses and individuals in the Stockton area seeking tax and financial guidance.

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.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Stockton

KR
Katherine R. Williams
Stockton, California
HL
Howard L. Turpin
Stockton, California
TE
Thomas E. Hooper
Stockton, California
TK
Tami K. Louie
Stockton, California
BK
Bruce K. Nakamura
Stockton, California
HL
Heidi L. Berenbrok
Stockton, California

Contact Katherine L. Donat

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns