KATHRYN BRUNS, CPA SERVICES

Kathryn Bruns, CPA serves her clients in the following areas and invites other firms to contact her for subcontracting arrangements.  Please check out Our Resume as well, which may generate creative ideas for discussion.  We welcome exploring how we can customize our service offerings to you according to your particular needs.

KATHRYN BRUNS, CPA SERVICES

Kathryn Bruns, CPA serves her clients in the following areas and invites other firms to contact us for subcontracting arrangements.  Please check out Our Resume as well, which may generate some other ideas for discussion.  We welcome exploring how we can customize our service offerings to you according to your particular needs.

Do you need our services?  Please message us today. 

 
 
 

TAX SERVICES

Kathryn has extensive experience in tax, which includes tax preparation, consulting, and resolution services for a variety of businesses and individuals.  Tax return preparation is performed beyond by rote, with an eye toward identifying tax savings opportunities.   Her goal is to provide tax services that balance the cost versus benefit of the tax positions ultimately taken.  She makes choices  that operate within the boundaries of the tax laws, but pushes those boundaries as needed and available to benefit her clients.   She considers the overall big picture that involves both the taxpayers' as well as the taxing jurisdictions' goals and

resources.   She has the experience and tools necessary to serve a wide variety of clients with various tax profiles, and stays current on tax news and changes through self-study as well as formal continuing professional education.  

BOOKKEEPING/ACCOUNTING

Kathryn offers businesses "bookkeeping and beyond".  Traditional bookkeeping typically involves inaccurate attempts to categorize money in and out of the business.  Kathryn's services go beyond this exercise, rendering the handoff to another professional to clean up for tax unnecessary.  She keeps the books at a deep level with the future tax return in mind, as a CPA with knowledge of both accounting rules and tax rules.  Other related services may include payroll, sales tax and property tax, and as needed by the client.   Her services  provide a year round ability for clients to know where they stand for business and tax purposes.  Kathryn does not delegate any of the work, which ensures the highest quality and efficiency, using shortcuts as needed.  When you hire Kathryn Bruns CPA to handle your books, you are forming a partnership with Kathryn herself, and this enables the client to focus their attention on where they need to, on operating their business.  Kathryn is certified in Quickbooks Online, and uses this platform for all bookkeeping and payroll work.  

PROJECT ACCOUNTING 

Project accounting relates to budgeting and/or bookkeeping for a specific event or project.  Kathryn can help you stay on track by making sure you know where you stand financially, ensures you don't spend more than you can, and helps you make adjustments as needed.  In addition, for someone pursuing a business purchase and beginning the due diligence process, Kathryn can review the seller's tax returns and supporting financial records.  This will help buyers have confidence in the numbers that the seller is presenting, which is key information needed to ensure a fair price is ultimately paid.  Kathryn can help you with any projects that require tax and accounting expertise.

STATE TAX SOLUTIONS

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Kathryn has experience in all aspects of state income and franchise tax. Her expertise can be utilized by the largest Fortune 500 companies with the most complex state tax profiles, or by smaller companies with a simpler state tax footprint. She can help enhance the function so that it can be run as efficiently as possible, or she can analyze the function to see if there are tax savings opportunities available. Kathryn can also periodically maintain the function and provide support as needed. For more specific project information, click here.

PERSONAL AFFAIRS STEWARDSHIP

Kathryn Bruns, CPA is a Notary Public and can assist or counsel on certain projects that have legal and/or financial ramifications. For example, we  partner with financial planners to help serve their clients, ensuring that any current tax projections do not run counter to their big-picture financial plan cash flow and estate planning goals.   

We also offer private consulting sessions on topics that relate to financial independence and responsibility.  These sessions are perfect for college students, newly independent adults, and anyone who feels that they do not have a solid handle on their finances, including tax implications within that context.  

We invite you to review Our Resume, to see what ideas are generated for discussion.