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"Mighty oaks from little acorns grow"

Providing clients with proactive, customized tax planning that will help ease the stresses and fears of taxes. With proactive communication, planning and an honest approach I hope to make our complex tax code a little less complex 

About the Company & Owner

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Caitlyn Feeney is an Enrolled Agent and Tax Accountant who has spent the past decade working with individual and small-business clients to develop customized tax strategies and recommendations to help her clients meet their goals. She enjoys working with clients who see a value in proactive, long-term tax planning and loves being able to make something as scary as taxes approachable and transparent. 

 

She is a Cleveland native who holds her B.S.B.A. in Accounting from John Carroll University. Caitlyn is passionate about using her skills to continue to promote financial literacy for her clients and her local community.

 

When she is not having fun preparing taxes, Caitlyn enjoys the ongoing projects that come with homeownership, cooking and trying new dishes, Irish dancing and singing karaoke around town with her partner, Jake and friends. 

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Services

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Tax Planning & Preparation

"Luck is what happens when preparation meets opportunity" - Seneca

No one likes a surprise bill on tax day. Wouldn't you like to know what your upcoming tax return is going to look like today - or what it could look like under different scenarios? 

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By taking a proactive approach to taxes, our firm looks to communicate with our clients throughout the year to discuss changes, updates or issues they may be experiencing. This allows us to plan and project for future tax years to develop a long-term profile that has longevity and resilience.

Tax Planning Services

  • Individual Tax Planning - Filing Status & Dependents; Credits & Deductions;
     

  • Required Minimum Distribution & Qualified Charitable Contributions 
     

  • Small Business Entity Election & Setup 
     

  • Retirement Plan Design & Setup Guidance
     

  • Multi-Year / Multi-Filing Status Tax Planning Scenarios

Work From Home

Accounting & Bookkeeping

  • QuickBooks Desktop Company Setup 
     

  • QuickBooks Online Setup (Subscription selection, Company Setup, etc.)
     

  • Custom Bookkeeping services including:​

    • Year-End Adjustments and Review for tax prep

    • QuickBooks File "Clean-Up" Consulting 

    • Developing Training Plans for Businesses / Staff 

    • Business Report & Metric Analytics & Analysis

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Contact Us

Get in Touch

Feel free to reach out for any inquiries or to schedule a consultation. 

"If you want to go fast, go alone. If you want to go far, go together" - African Proverb 

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