Cathleen Volk CPA

At Cathleen Volk CPA, we are passionate about providing comprehensive financial services tailored to meet the unique needs of our clients. Our founder, Cathleen Volk, is an experienced CPA dedicated to helping seasoned businesses, veterinarians, and aspiring entrepreneurs like you make the most of your professional and financial obligations. With over two decades of experience serving the communities of Warsaw, we look forward to working with you!

Our team is dedicated to responsiveness and always being proactive. We like to have the right solutions put in place before you're faced with a problem. Whether helping you choose the right entity for your business, setting up a fluid payroll system, or helping you remain tax compliant, we love solving problems and creating solutions that go beyond basic financial needs.

Our Services

We offer a comprehensive range of financial, tax, business, and wealth management services. Our services include, but aren't limited to:

• Business Advisory
• Business Accounting
• New Business Formation
• Wealth Management
• Payroll
• Estate Planning
• Part-Time CFO
• Tax Planning
• Tax Preparation

Our team is dedicated to delivering effective and reliable service for any situation, any time of the year. We understand the ins and outs of your personal and professional circumstances and we take the time to discuss each challenge and concern. This proactive approach reveals the bigger picture and focuses your personalized financial strategy.

Business Services

We provide business advisory services that help you run your business at peak performance. Our team can assist with business accounting, new business formation, and part-time CFO services. We also offer payroll services, wealth management, and estate planning. Our goal is to help you achieve your goals by providing comprehensive financial services tailored to meet your unique needs.

Tax Services

We provide tax services that help you don't pay more in taxes than you have to. Our team can assist with tax planning, tax preparation, and tax problems. We also offer IRS audit representation, non-filed tax returns, and more. Our goal is to ensure you are tax compliant and taking advantage of all the tax savings available to you.

QuickBooks Services

We provide QuickBooks services that help you put this robust software to work for you. Our team can assist with QuickBooks setup, training, and tips. We also offer QuickAnswers, QuickTune-up, and more. Our goal is to help you make the most of your QuickBooks software and streamline your accounting processes.

Services for Individuals

We provide services for individuals that help protect your personal assets. Our team can assist with estate planning, personal wealth and financial services, and more. Our goal is to ensure your personal finances are aligned with your professional and life goals.