Welcome
Kay L. Cassidy, EA specializes in accounting, tax preparation, representation and bookkeeping services for a wide variety of clients. I concentrate in:
- Tax return filing and tax planning for individuals and small businesses
- Bookkeeping and financial statements for small businesses
- Corporate tax return filing, including Partnerships and S Corps
- Trusts and estates
- Payroll Services
- Bookkeeping services using QuickBooks online
As an Enrolled Agent (EA), Kay is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before administrative levels of the Internal Revenue Service for audits, collections, and appeals.
Visit the "Services" area of my site to learn more about the many accounting and tax services available to individuals and businesses. Kay also has a secure portal called Smartvault where she and her clients are able to share information securely.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
Stay Alert to up to date news by reviewing the client newsletter.
Review Tax and Financial Topics of Interest in the "Hot Tax Topics" section of my site.
Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
Client Portal
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