Services

Assurance Services

 Review  -  Peer Review  -  Compilation

Colbath CPA provides assurance services and industry insight to assist clients in improving their financial reporting and to provide stakeholders with critical information. We provide timely and constructive input to management. 

​My approach to providing assurance services is always risk-based, industry-specific and tailored to each client’s individual organizational structure and situation.

Tax Planning & Tax Return Preparation

Trusts  -  Individuals  -  Businesses  -  Estates

Sustainable tax planning helps individuals avoid financial stress and businesses achieve their growth potential.  Colbath CPA has the experience and knowledge to provide tax planning services aligned with business strategy, with transparent reporting and in compliance with applicable tax law.

 I meet with clients regularly to review and update tax plans, preparing federal and state income tax returns for clients, including multi-state corporations, LLCs, partnerships, trusts, estates, not for profit entities and individuals. I can also assist with tax issues, managing controversy and mitigating risks.

Advisory & Consulting Services

Compliance  -  Risk Management  -  Technology

Colbath CPA provides advisory and consulting services to assist with planning, managing risk, and making effective business decisions, while ensuring appropriate compliance requirements are met. I work to be a trusted advisor and integral member of clients.  Some of the services provided include: 

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Part-time CFO Services -  Internal Control Review

Budgeting  - Financial Statements Preparation

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General Ledger Cleanup  -  Accounting System Setup

Payroll