In today's complicated and ever-changing tax environment, smart individuals and businesses engage Kathleen Winston C.P.A. to insure that their tax forms are prepared properly and advantageously, and to plan their financial future.

Services include:

• Complete individual federal & state income tax planning, preparation, research, projections, withholding calculations, consultations, etc.

• Complete federal & state income, property, payroll, and sales tax planning, research,  preparation, and consultation for all types of businesses, including non-profit and "S" corporations

• Complete tax and financial services for estates, trusts, and partnerships, including estate planning

• Personal financial planning

• Consultation on advisability of incorporation and entity selection, including all "S" corporation issues

• Free Electronic Filing.   Services provided for all 50 states
  

• We promote "green" procedures (Electronic filing, returns delivered on CD, Email of password-protected documents, etc.)
  

Click here for examples of businesses currently serviced by Kathleen Winston C.P.A.

An alumnus of Ernst and Young, with an M.B.A. in Taxation, Kathleen Winston C.P.A. is uniquely equipped to provide all the benefits of a "Big 4" accounting firm.

Small businesses recognize the need for skilled financial management. If they cannot justify or afford a full-time professional, smart companies engage Kathleen Winston C.P.A. to perform these essential functions:

• Supervise monthly closings and annual reportings

• Design and implement financial systems

• Convert financial systems to computer

• Prepare financial statements and analyze financial results

• Respond to inquiries from government agencies
  

• IRS and state tax audit representation
  

• Train and supervise accounting staff

• Prepare budgets

• Obtain financing

• Administer benefits, insurance, and retirement plans.

• Meet all special requirements for not-for-profit corporations.

Kathleen Winston C.P.A. will handle these functions properly and quickly, allowing company principals to concentrate on their business.

Kathleen Winston C.P.A. currently services businesses in many fields, including:

Appliance Repair	Attorneys	BioMedical	Catering	Child Care	Construction
Consulting	Dog Club	Electronics R & D	Engineering	Entertainment	Environmental Protection
Event Planning	Farming	Graphic Design	Hair Stylist	Health Club	Interior Design
Landscaper	Market Research	Non-Profit Organization	Nursing	Physical Therapy	Pharmaceuticals
Printing	Retail Sales	Small Manufacturing	Software	Video Production	Wholesale Sales

Kathleen Winston gained public accounting experience at Ernst & Young, where she was responsible for domestic tax research and memoranda.  She also has over 10 years of experience in operations as a Chief Financial Officer and Divisional Controller of national service-oriented companies.  She established her own firm in 1991, providing excellence in tax and financial services to small businesses and individuals.

• Certified Public Accountant licensed in Massachusetts and New York

• BBA in Accounting and MBA in Taxation from Pace University, NY.  (cum laude)

• Member, Massachusetts Society of Certified Public Accountants (MSCPA)

• Board Member and Former Treasurer, Sudbury Chamber of Commerce

• Boston Magazine 5-STAR Wealth Manager.  This award is based on a survey of high-net-worth Boston area households and financial services representatives, and the resulting list represents less than 3% of the wealth managers in the Boston area. 

Kathleen Winston C.P.A.
Voice:  +1 978 443 2589
Fax:      +1 978 443 8518



  At this time, we are not accepting new clients.  We apologize for the inconvenience.
Initial consultations are typically free of charge. 
Copyright 1999 - 2022  Kathleen Winston C.P.A.  All rights reserved.