Specializing in quality tax services for individuals, closely held businesses, trusts and estates.
Kellie Kilgore, CPA & Owner
Kellie is originally from upstate New York. She attended Humboldt State University where she received a Bachelor of Science degree in Business Administration with an emphasis in Accounting. She began her career in Sacramento and worked as a tax accountant for a local CPA firm while earning her CPA certificate.
Before starting her own practice, Kellie also worked as a tax accountant for a large real estate developer, becoming experienced in accounting for real estate entities, partnerships, and their related tax issues. She was the consultant on numerous 1031 exchanges for the real estate developer and property management company.
When she is not happily preparing your tax return, Kellie enjoys hiking, kayaking, travel, and rueda dancing. She is an avid fan of the SF Giants, San Antonio Spurs, and local theater groups.
Services
Resources
The following resources are provided for clients to use in their own financial planning:
Federal Tax Information
Internal Revenue Service Home Page
IRS Forms and Publications
IRS Refund Status
Social Security
State of California (Income Tax)
Franchise Tax Board Home Page
State of CA Forms and Publications
State of California (Employment Tax)
Employment Development Department
Payroll Forms and Publications
State of California (Sales and Use Tax)
California State Board of Equalization
SBOE Forms and Publications
California State Controller
California State Controller
Unclaimed Property Search
CA Secretary of State (Business Filings)
Records Retention Guide
Please refer to the following suggested guidelines for records retention. We have listed both business and individual records. Take note of the records that should be kept permanently in a safe place. Generally, both manual and computer kept records have the same required retention period.