Accounting/Tax Services

 

 

Kristy M. Douglas

Certified Public Accountant

 

Getting to know my clients and their unique, individual needs and aspirations is my top priority. I strive to provide high-level, individualized attention to each and every one of my clients – which is why I remain a boutique firm, focusing on select clients who desire more customized tax and accounting solutions. Being a trusted advisor you can rely on for exceptional service and sound tax and accounting advice is always my focus. So if you’re looking for a different kind of CPA – one who values you and your business – you’ve come to the right place... welcome!

 

Kristy M. Douglas, CPA is pleased to provide the following accounting and tax services:

 

Tax Return Preparation

 

  • Personal, Corporate & Small Business Income Tax Preparation
  • Federal & All States
  • Gift, Trust & Estate Tax Preparation
  • IRS & State Tax Audit Representation

 

Income Tax Planning

 

  • Mid-Year & Year-End Planning
  • Estimated Tax Payment Calculations

 

Business Services

 

  • Start-Up Advice
  • Small Business Bookkeeping Services
  • Financial Statement Preparation
  • General Business Advice

 

Budgeting

 

  • Personal Budgeting
  • Small Business Budgeting

 

Divorce Consulting

 

  • Income Tax Advice
  • Bank Reconciliations
  • Separation of Assets Advice

 

 Interested in learning more about how I can help you?

Please call or email me at your convenience.


Kristy M. Douglas, CPA

(484) 266-0416

Kristy@BVWealthAdvisors.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck