Services
Kathleen E. Sweeney, CPA offers a comprehensive range of accounting and financial services for individuals and businesses of all sizes.
Tax Preparation & Filing
We prepare and file federal and state tax returns for individuals, corporations, partnerships, trusts, and estates. Our thorough approach ensures accuracy and maximizes your allowable deductions.
Bookkeeping
We provide complete bookkeeping services including bank reconciliations, cash disbursements and cash receipts journals, and customized spreadsheets tailored to your business needs.
Payroll Services
Our payroll services include payroll reconciliation and quarterly tax filings, keeping your business compliant and your employees paid accurately and on time.
Estate & Retirement Planning
We help clients build a confident financial future through comprehensive estate and retirement planning strategies designed to protect and grow your assets.
Life & Health Insurance
Kathleen is licensed to sell life and health insurance, providing clients with a one-stop resource for their financial and insurance planning needs.
Business Consulting
We serve a wide variety of businesses including beauty salons, gas stations, retailers, real estate offices, medical and legal practices, contractors, management associations, resorts, summer camps, sports associations, theatres, and more.