We've been providing tax solutions for 10 years and we're still passionate about our clients financial success.
Helping you get the results that make you feel better about your finances. We do this by making our services personal, our strategies creative, and our solutions easy to implement.
Maximizing tax efficiency and effectiveness
IRS Representation
If you or your business faces an IRS audit, we have experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented.
Bookkeeping
We can assist you in setting up your bookkeeping systems and train you, if needed, or we can do the monthly entries.
Tax Preparation
We provide all levels of tax preparation; Individuals, Businesses, Corporations, Partnerships, Trusts, LLCs, Non-Profit Organizations.
"We've worked with Cathy for a few years now and it brings us great comfort knowing she's in our corner. From check-in calls to tax season, she's been there for us!"
William Scott, Owner
Web Design Agency
Cathy L. White, EA
Cathy earned her Enrolled Agent designation in 2013. Known as “America’s Tax Experts”, Enrolled Agents are licensed in all 50 states by the US Treasury Department. Not only can Cathy prepare tax returns, but can also represent taxpayers before all administrative levels of the IRS.
Cathy likes to say “I stand between you and the IRS.”
Cathy is passionate about her clients’ future financial success, and in assisting clients in accomplishing their individual financial goals. Helping clients attain financial independence, all while reducing their tax liability.
When she’s not speaking tax, you can find Cathy at the local farmers’ markets sampling the wide variety of fresh fruits and vegetables, hiking the local trails, working in her California native plant garden, and spending time with her husband, Peder. Sometimes you can even find her at the local yoga session or nail salon.
