Kathleen Finn Llc

Kathleen Finn, LLC is a dedicated tax and financial services firm established in 2004, led by Kathleen Finn, a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA). The firm is committed to simplifying complex financial matters and providing comprehensive, personalized solutions that empower clients to make informed decisions and achieve long-term financial peace of mind. They emphasize a holistic approach, considering all aspects of a client's financial life to offer tailored, common-sense advice.

Their core services encompass expert tax preparation, ensuring accurate, compliant, and timely filing for individuals and businesses, including those with complex situations like investment or rental income. They also specialize in proactive tax planning, designing strategies to minimize tax burdens over time, and provide expert representation for tax resolution issues, guiding clients through IRS communications and audits.

Beyond tax services, Kathleen Finn, LLC offers financial planning to help clients set and achieve their financial goals, adapting strategies to their evolving lives and futures. The firm prides itself on its clear communication and client-centric approach, making tax and financial management understandable and stress-free for their clientele.