Utzig CPA

Utzig CPA is a firm as much about people as it is about principles and procedures

Cathlean Utzig provides personalized accounting services for individuals, families, trusts and estates, and owners of small, privately held businesses. Above all, she empowers clients and creates peace of mind. From tax returns to bookkeeping to guiding people in life transitions as they assume new financial responsibilities, Utzig CPA is an empathetic, highly responsive and technically astute resource, serving your accounting needs and your highest expectations.

Services

Tax Compliance:

•Individual and gift tax returns •Small Business tax returns •Trust and estate income tax returns

Representation before IRS and state tax authorities:

•Notice review and response •Penalty assessments •Audits

Financial Coaching and Assistance:

Services on an hourly basis to assist individuals transitioning to managing personal finances (i.e., recently graduated, divorced, widowed or coping with the disability of a spouse or family member)

Contact Cathlean at 1100 Metropolitan Ave Unit 403 Charlotte NC 28204

About Cathlean Utzig

Founder and principal of Utzig CPA, Cathlean Utzig, has over 20 years of experience in public accounting.

Her career began in Atlanta with Coopers & Lybrand (now known as PwC) and she continued her practice in Charlotte with Dixon Hughes Goodman (now Forvis Mazars), focusing on tax compliance and consulting for individuals and their privately held businesses, trusts and estates. She began her own business in 2015.

She has developed a core professional focus of working with individuals and families in transition, providing the extra attention that is frequently needed during those times. She has also provided accounting services to a variety of not-for-profit organizations for more than 20 years and is deeply valued for her ability to translate the language of numbers for others.

Cathlean is a graduate of Vanderbilt University and received her Master’s of Taxation degree with honors from the School of Accountancy at Georgia State University.

Her professional designations and affiliations include:

Certified Public Accountant
Charlotte Estate Planning Council
American Institute of CPAs (AICPA)
North Carolina Association of CPAs (NCACPA)

Welcome

Accounting With Care

Utzig CPA is a firm as much about people as it is about principles and procedures

Services

About Cathlean Utzig

Founder and principal of Utzig CPA, Cathlean Utzig, has over 20 years of experience in public accounting.

Her professional designations and affiliations include:

Welcome

Accounting With Care

Utzig CPA is a firm as much about people as it is about principles and procedures

Services

About Cathlean Utzig

Founder and principal of Utzig CPA, Cathlean Utzig, has over 20 years of experience in public accounting.

Her professional designations and affiliations include:

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