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
  • Payment Negotiations

Host for Second Saturday Divorce Workshops

Education regarding the divorce process provided by attorneys, therapists, and financial advisors.

http://www.secondsaturdaycharlotte.com

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) 

Financial Neutral in Collaborative Practice:

Serves as part of a team with your Collaborative Law Attorney to help both spouses find acceptable financial solutions during the divorce process.  In Collaborative Practice, Cathlean is engaged as the Financial Neutral, offering independent solutions to help you and your spouse find an agreement that works with your unique situation. 

Bookkeeping:

  • Reviewing and paying household bills, budgeting, record keeping
  • Monitoring receipts and disbursements
  • Planning retirement account distributions
  • Monitoring investment portfolio in conjunction with investment advisor
  • Quickbooks
  • Monthly, quarterly, annual financial statements