Broker Check

Accounting/Tax Services

Kristy M. Douglas, CPA LLC

Kristy M. Douglas, CPA

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 LLC 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 LLC
(484) 266-0416
kristy@bvwealthadvisors.com