Our Services

Our services encompass all matters of accounting and taxation.

  1. Our Taxation Services includes: tax preparation, planning and compliance, IRS tax problem resolution, unfilled tax returns, back taxes owed, installment agreement, offer in compromise, innocent spouse relief, obtaining IRS transcripts and business formation.
  2. Our Payroll Services include: Checks or Direct Deposit for Your Employees, Payroll Reports, Quarterly Tax Forms, Year-End Tax Forms, Tax Deposit Services, W-2s and 1099s
  3. Our Accounting Services include: Bookkeeping and small business accounting   Monthly Reports and Statements, Profit and Loss Statement, Trial Balance, Balance Sheet, General Ledger Report, Bank Reconciliation, Payroll Reconciliation, Accounts receivables and payables, Aging and vendor reports, Balance sheets, Bank and credit card reconciliation, Data entry, Profit and loss sheets, Sales tax service, Secure data exchange, Cash flow management.
  4. Our QuickBooks Services include:
    • QuickBooks set up that can save you hours of trying to figure out the initial installation for yourself.
    • QuickBooks training that helps you and your employees operate all of the program’s functions and take advantage of all of its benefits.
    • QuickAnswers for your accounting department employees. We are just a phone call or email away, ready to save you time and answer all of your questions in a friendly and supportive manner.
    • QuickTuneup is a service that we provide whenever you need help with problem areas. Whether you are getting ready for tax time, going through a financial review or have encountered some other kind of challenge, our Tuneup will clear up the problem.
    • QuickBook Tips is a collection of shortcuts and hints that will help you make the most of your QuickBooks experience.

https://proadvisor.intuit.com/app/accountant/search?searchId=caroline-kimani58

5. HOA and Condominium Accounting include: Working closely with HOA committee and community board members to maintain HOA financial statements, prepare and file tax returns, ensure dues are received and vendors are paid timely.

6. Other Personal Services include: Personal financial planning and analysis, credit consulting and repair, public notary.

Accounting and tax done right, done for you.

Our Services.PNG

We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with us remotely, you will find our services are the right fit. We provide the same level of services online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. We want you to get the best financial and tax help possible. And our commitment to personal service keeps our clients coming back. You can count on us for professional, timely and reliable services, which include the following:

  • Keeping your taxes as low as the law allows
  • Building your personal wealth through sound tax and financial services
  • Designing record keeping and accounting systems that improve business operations
  • Helping you solve your business problems and increasing profitability
  • Preserving your estate and protecting your most valued assets
  • Maximizing your overall savings and profits
  • Other areas that are specific to your particular situation

Our services include, but are not limited to:

  • Tax Preparation and Planning
  • Accounting and Bookkeeping
  • Payroll Services (In Depth)
  • Business Consulting
  • IRS Tax Problem and Resolution
  • Tax services for the LGBTQ community
  • QuickBooks
  • Cloud Accounting
  • New business formation
  • Online Bookkeeping
  • Virtual bookkeeping
  • Virtual tax preparation
  • Small business accounting
  • Review of Financial Statement Chart of Accounts 
  • Business Transaction Process Flow
  • Review of Management Prepared Financial Statements
  • Management Analysis of Financial Statements Compilations
  • Financial Planning 
  • Cash flow analysis
  • Audit Assistance 
  • Budget Preparation 
  • Job Costing 
  • Credit Consulting
  • Public Notary Services

Public Notary Services 

When it comes to notarizing your business and personal documents, CaroKim Consulting can get the job done. Stop by today and get notarizing checked off your list.

Some commonly notarized documents include:

  • Wills
  • Trusts
  • Deeds
  • Contracts
  • Affidavits
CaroKim Consulting has a commissioned notary public professional ready to help you get your business and personal documents notarized quickly and efficiently. 

Be prepared to sign your documents with your notary:

  • Bring a valid, government issued photo ID with you when you visit for notary services.
  • Be sure to bring all of the documents that need to be notarized with you.
  • Be sure the documents are complete and ready for signature. If you need legal advice, please consult an attorney. The notary public is prohibited from helping you to prepare, complete, or understand legal documents.
  • Some documents may require signature witnesses in addition to notarization. Contact CaroKim Consulting prior to your visit to determine if it can provide additional signature witnesses.

Typical industries, individuals and small businesses we serve include:

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  • Attorneys, Physicians, Pharmacists and Dentists
  • Professional Athletes and Entertainers
  • Cleaning Services
  • Restaurants
  • Trucking
  • Construction
  • Manufacturing
  • Non-profit Organizations
  • Real Estate
  • Retailers
  • Trusts
  • Wholesalers
  • Technology
  • Insurance
  • HOAs

What makes us different from other successful firms? We partner with clients to assist them in establishing an effective business operation and plan for profitability. Some CPAs may be excellent at crunching numbers but have no interest in you and the well-being of your business. That is not what you need. We offer our clients comprehensive services throughout the year that include meaningful monthly and quarterly analysis of your accounting records and meet with you to discuss the results. By working with our client’s year- round, you receive the benefit of strategies that can best minimize their tax burden through legitimate tax planning. We guarantee no tax surprise on or after April 15th.

We are different because we educate our clients. We educate you as our client so you can make better informed decisions and increase your profits.

We are different because we offer unlimited consultations. We are always available to spend time with you so you can fully understand how to interpret and utilize the financial information we provide. We are just a phone call or e-mail away.

We are different because we care and give back to our community. We match your contributions to our charities at the Rose Cancer Foundation or Allamano School.

Our Privacy Policy

Security

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
 
Secure Client Portal
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
 
 
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
 
Our secure client portal is open year-round for confidential document share. Ask us for a private invite to create an account.
 
 
Referrals are Welcome
Referrals are the cornerstone of any service business. This firm, like other professional service firms, relies on satisfied clients as the primary source of new business. Your referrals are both welcome and most sincerely appreciated!
 
Since your referrals are generally individuals you are well acquainted with, you can be assured that your personal, financial and tax data will not be shared with them.
 
An Expression of Confidence
When you refer clients here, you are expressing your faith and confidence in the services this office has and will continue to provide to you. You may have business associates who need professional tax assistance or family and friends who struggle to do their own taxes every year. No matter whom you refer, be assured that their individual tax needs will be looked after in the same professional manner you have been.
 
Thank you for allowing this firm to be of service.