Business Details
19 Years
experience
Your Trusted Partner for Accounting and Tax Services in Kingsburg, CA
Cates and Company and Company was founded in 2007 to provide personalized accounting and tax preparation services to individuals and small businesses across the Central Valley. Our mission focuses on delivering high standards of service through a family-friendly atmosphere where clients receive individualized attention. Our team maintains expertise in evolving tax laws and utilizes advanced accounting software to ensure accuracy and efficiency. We prioritize continuing education to stay current with industry changes while offering competitive pricing that surpasses large tax preparers. Our remote services allow clients statewide to submit documents electronically and complete interviews by phone, making tax filing simple and accessible.With over 30 years of experience, our lead professionals specialize in nonprofit organizations, small businesses, real estate, and partnerships. We emphasize timeliness, thoroughness, and accuracy in addressing both immediate needs and long-term financial planning for our clients. Our staff includes CTEC-registered tax preparers and notaries who support a comprehensive range of accounting functions from payroll to IRS representation.
Services
Tax Preparation
Bookkeeping
Payroll Services
IRS Representation
Accounting
Details
- Year established: 2007
Highlights and features
- We offer 30+ years of specialized expertise in tax preparation and accounting.
- Our team provides personalized attention through a family-friendly, client-focused approach.
- We utilize advanced accounting software for accurate, efficient financial management.
- Our competitive pricing delivers superior value compared to large storefront preparers.
- We offer remote services for clients throughout California and beyond.
Associations and certifications
- CTEC
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses. Our team stays current with changing tax laws to ensure accurate filings. Clients benefit from electronic submission options and remote interview capabilities.
Bookkeeping
Our bookkeeping services maintain accurate financial records for businesses. We handle accounts payable/receivable, bank reconciliations, and financial reporting. Clients receive organized records to support informed business decisions.
Payroll Services
We manage complete payroll processing including check writing, tax withholding calculations, and regulatory filings. Our services ensure compliance with federal and state payroll requirements while saving business owners time.
IRS Representation
Professional representation for IRS audits and collections. We handle communication with tax authorities and develop resolution strategies tailored to each client's specific situation.
Accounting
We offer general accounting services including financial statement preparation and QuickBooks support. Our expertise helps businesses maintain organized records and implement effective financial systems.
People
Teresa Cates
Lead Accountant
Over 30 years of experience in tax preparation and accounting. Specializes in nonprofit organizations, small businesses, real estate, and partnerships. Provides QuickBooks support and financial system recommendations.
Shelby Gadea
Tax Preparer
CTEC-registered tax preparer and notary public. Assists with individual and business tax preparation while supporting office operations.
Diann Hose
Office Manager
CTEC-registered tax preparer and office manager. Handles client coordination and administrative operations while providing tax preparation services.
Cheryl Stone
Tax Preparer
CTEC-registered tax preparer and notary public. Supports clients with tax preparation needs and document authentication services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and customized accounting solutions tailored to small business needs.
How do you handle tax preparation for individuals?
We offer comprehensive individual tax preparation with electronic filing options and remote document submission for client convenience.
Can you assist with IRS representation?
Yes, our team provides professional IRS representation for audits, collections, and tax dispute resolution matters.
Do you offer remote accounting services?
We serve clients statewide through secure document sharing and virtual consultations via phone or email.
What sets your firm apart from other tax preparers?
Our combination of personalized service, competitive pricing, and technical expertise delivers superior value to clients.
Are there payment options available for your services?
We accept Visa, Mastercard, and Discover for all accounting and tax preparation services.
