Sign In Get Started

Kathleen A. Lewallen — CPA in Broken Arrow, Oklahoma

KA

Kathleen A. Lewallen

Certified Public Accountant | Licensed in Oklahoma
0.0 (0 reviews)
Verified Licensed
4121 W Canton St, Broken Arrow, Oklahoma 74012 View on Maps

About Kathleen A. Lewallen

Kathleen A. Lewallen, a certified public accountant, resides in Broken Arrow, Oklahoma. With over 15 years of experience in providing accounting services, she specializes in basic accounting services, financial planning, and tax compliance. Her expertise has been focused on serving small and medium-sized businesses and individuals and families, helping them navigate tax laws and regulations.

She prepares individual and business tax returns, as well as represents clients in front of the IRS. Her knowledge and experience enable her to provide informed financial guidance to her clients.

Based in Broken Arrow, Oklahoma, Kathleen A. Lewallen is dedicated to delivering high-quality accounting services to the local community.

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 Broken Arrow

JO
Jennie O. Finley
Broken Arrow, Oklahoma
RA
Richard A. Page
Broken Arrow, Oklahoma
AJ
Amanda J. Kernan
Broken Arrow, Oklahoma
CR
Craig R. Grotts
Broken Arrow, Oklahoma
RK
Randall K. Mcguire
Broken Arrow, Oklahoma
MC
Marilyn C. Eldridge
Broken Arrow, Oklahoma

Contact Kathleen A. Lewallen

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