Kathleen Winston C.P.A.
SUDBURY, MA  01776  USA

www.kwcpa.com

"Technical Excellence at Reasonable Rates"
since 1991

Selected as a FIVE STAR Wealth Manager by Boston Magazine

TAX AND ACCOUNTING SERVICES

BUSINESS OPERATIONS CONSULTING

FINANCIAL PLANNING

Profile

Contact Info

Jeff's Tools


COMPREHENSIVE TAX SERVICES AND FINANCIAL PLANNING FOR INDIVIDUALS AND BUSINESSES
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.


COMPLETE FINANCIAL OPERATIONS CONSULTING AND SUPPORT FOR GROWING BUSINESSES
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:
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


PROFILE
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.

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



    All inquiries welcome!  Initial consultations are typically free of charge.

Copyright 1999 - 2014  Kathleen Winston C.P.A.  All rights reserved.