We are still using Liscio for all communications and to share files with clients. The platform has a built-in scanner to make it easier for clients to scan and send documents to us.
Liscio is a secure, invite-only platform that is easy to use and more secure than email. It can be used through their website or as a mobile app on your phone, tablet or other device so clients can work with us wherever they are, making communications between our firm and clients easier and more efficient.
We are asking current clients to provide their correct email address to us by emailing Eva at frontdesk@cpakay.com to get invited to this exciting platform. We will be using Liscio from now on for communications as we are doing away with emails. With that being said, please use Liscio for all your questions!
WE ARE NOT TAKING ANY NEW CLIENTS THIS YEAR.
Please be sure to read through the 2022 tax letter as a few things have changed for this year. There are a couple new forms that's been added. We included your tax organizer of what was on your tax return from last year, so you can use it as a checklist. The orange form must be filled out completely even if you come in for an appointment!! Both spouses will need to sign the letter as well.
If we don't have the necessary documents we will not be able to complete your taxes.
If you have a business of any type please be sure to look at the business tax checklist. As there will be items that need to be brought in with your tax information before we can even start working on your taxes.
Here at Kay L. Chapman, CPA PC, we are dedicated to you and all your accounting and tax needs.
Kay Chapman graduated with an accounting degree from the University of Northern Iowa in 1987 and received her CPA certificate shortly after graduation. She worked as a staff accountant and auditor for a few small CPA firms before starting her own firm in 1997.
Kay L. Chapman, CPA PC, performs annual audits of several school districts, non-profit organizations and local businesses, prepares individual and business tax returns for over 500 clients each year, and provides bookkeeping and payroll services for many local businesses.
Personalized Service
Individual Attention
Services Customized to Your Business
Fair Pricing
Payroll and Processing and Reporting
Bookkeeping Services
Quickbooks Consultation
Company Formation Assistance and Advice
Tax Planning and Preparation
School Auditing
Business Auditing
Consulting on various tax issues and preparation of income tax returns for individuals, corporations, Sub S corporations, partnerships, LLCs, and non-profit organizations.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation we can provide can put many of your worries at bay.
Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Let us help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.