Kathleen R Lindquist CPA

At Kathleen R. Lindquist, CPA PC, we are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and small business needs. Our team of experienced professionals is committed to delivering quality work in a timely manner, exceeding our clients' expectations. We value the trust our clients place in us and strive to earn their trust and loyalty every day.

Our Services

We offer a wide range of services to individuals and businesses in various industries. Our services include:

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track to their financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our accounting services steer clients closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, and tax planning.

Compilation

Our financial statement services include compilations, which are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help clients navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of their beneficiaries.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If clients have been chosen for an audit, the professional representation they can find with our firm can put many of their worries at bay.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. We can help clients with the organization and day-to-day tasks of bookkeeping so that they can focus on their core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.