Sign In Get Started

Kim Ortiz — CPA in The Colony, Texas

K

Kim Ortiz

Certified Public Accountant | Licensed in Texas
0.0 (0 reviews)
Verified Licensed
2418 Damsel Katie Dr, The Colony, Texas 75056 View on Maps

About Kim Ortiz

Kim Ortiz, a certified public accountant based in The Colony, Texas, provides a range of accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs.

With over 10 years of experience in basic accounting services, business tax services, and small business accounting, Ortiz helps entrepreneurs and startups navigate complex tax regulations.

Notably, she specializes in IRS representation for individuals and businesses, ensuring accurate and timely tax reporting.

Additionally, Ortiz offers retirement account tax reporting services, guiding clients through the complexities of tax-advantaged retirement plans.

Operating in the North Texas region, Ortiz serves a diverse range of clients, from small business owners to entrepreneurs and established corporations.

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 The Colony

J
Janice Harissis
The Colony, Texas
B
Bonnie Clutter
The Colony, Texas
B
Brian Smith
The Colony, Texas
W
William Griffin
The Colony, Texas
M
Molly Butts
The Colony, Texas
K
Kevin Kittredge
The Colony, Texas

Contact Kim Ortiz

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