Expert Tax Help, With Less Stress and More Support
I specialize in individual and small business taxes, using deep tax knowledge and a genuine love of helping others to make filing clearer and less painful—and if there's something you're unsure about, I'll take the time to find the right answer.
Services Offered
Accurate, thoughtful tax preparation for individuals and small businesses. I focus on clarity, compliance, and finding opportunities to reduce stress and avoid costly mistakes—so you can file with confidence. I also review previously prepared returns to ensure accuracy, identify missed deductions, and confirm nothing important was overlooked.
Ongoing guidance to help you understand your tax situation and make informed decisions throughout the year. This includes proactive planning to minimize surprises and support smarter financial choices as your situation evolves.
Support with estimating and planning quarterly tax payments, especially for self-employed individuals and small business owners. I help you understand what to pay, when to pay it, and how to avoid underpayment penalties—without the guesswork.
Guidance for new and growing businesses choosing or reviewing their business structure. I help you understand tax considerations, compliance requirements, and what setup may best support your goals—so you can start on solid footing.
Preparation and review of financial records to support accurate tax filings and clearer financial insight. I help get your books organized and also review previously completed bookkeeping to ensure everything is accurate, up-to-date, and reconciled—reducing surprises at tax time.
Clear, supportive guidance to help you understand your numbers, improve bookkeeping processes, and address issues as they arise. If something isn't clear or needs extra digging, I'll help you find the right answer.
Calm, clear support when you receive IRS letters or notices. I help you understand what the notice means, what needs to be done (if anything), and how to respond—so you're not facing the IRS alone.
That's okay—many clients aren't. We'll figure it out together.
About Me
Hi, my name is Katrina, and I am a California CPA specializing in individual taxation and small businesses. I spent 7 years in national public accounting firms, preparing and reviewing a wide variety of tax returns and focusing on how different tax situations and life circumstances impact each client’s unique needs. During this time, I gained experience working with high-net-worth individuals, various state tax filings, and some international tax issues—helping clients navigate complex situations while keeping the process clear and accurate.
Since college—and continuing even while working in public accounting—I’ve volunteered with VITA, assisting lower-income individuals with their tax returns. This work has allowed me to expand my perspective and serve clients across the spectrum, from high-net-worth individuals to those with limited resources.
I genuinely enjoy helping people reduce the stress and confusion that often comes with taxes. My goal is to make the process simple, manageable, and informative, while helping clients make confident decisions about their financial lives. I’m currently pursuing CFP certification to further expand my ability to provide holistic financial guidance, looking beyond taxes to help clients achieve their broader financial goals.
Whether it’s preparing your tax return, planning for life changes, reviewing your books, or resolving complex tax issues, I’m here to make sure you feel supported, informed, and confident every step of the way.