Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
Lessen Taxes at Time of Death
IRS Representation
Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported on your tax return and develop a comprehensive understanding of tax law.
Tax Services
The job requires high level tax preparation skills, superior tax research and problem solving abilities, broad software knowledge, and excellent written and oral communication skills. We have a team approach to provide high quality client service for tax compliance, planning, financial statements, and general business consulting.
Tax Deductions
Income Tax
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.
Payroll Services
Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
Bookkeeping Services
After 3 years as a CFO/VP Kelly re-entered the public accounting realm for a small local firm. At this firm he worked mostly on extremely large business and personal returns. In February 2013 Kelly struck out on his own and KELLY TATE CPA opened its doors. Since then Kelly has been flourishing as a owner/operator of his business located near South Rainbow and the I215. His business specializes in all sizes of business and individuals providing tax work, consulting and bookkeeping services to name a few.
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Long Term Care
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.