Kathleen J. Casey — CPA in Newton Lower Falls, Massachusetts
KJ
Kathleen J. Casey
Certified Public Accountant
|
Licensed in Massachusetts
Verified
Licensed
44 Pierrepont Rd, Newton Lower Falls, Massachusetts 02462
View on Maps
About Kathleen J. Casey
Kathleen J. Casey is a certified public accountant with over 20 years of experience in the field, offering services in IRS representation, bookkeeping, and financial statement compilation from her office in Newton Lower Falls, Massachusetts.
Specializing in basic accounting services, financial planning, and individual tax services, Casey has worked with family-owned enterprises and small to medium-sized businesses, helping clients navigate complex financial situations.
Her expertise also includes providing financial guidance to help clients achieve their long-term goals, making her a valuable resource for business owners and individuals alike.
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 Newton Lower Falls
SP
Salvatore P. Falzone
Newton Lower Falls, Massachusetts
H
Henry Shulman
Newton Lower Falls, Massachusetts
SA
Stephen A. Kinsella
Newton Lower Falls, Massachusetts
JF
Jie F. Wong
Newton Lower Falls, Massachusetts
HL
Hui L. Yu-Chen
Newton Lower Falls, Massachusetts
RJ
Robert J. Mazairz
Newton Lower Falls, Massachusetts