If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I’m an experienced tax preparer and advisor with over 30 years experience, dedicated to helping individuals and small businesses stay compliant and confident about their finances. As a solo practitioner, you’ll always work directly with me—not be passed around a large firm.
I handle individual, business and fiduciary tax preparation, tax planning and advice, tax agency inquiries, franchise and sales tax, plus financial statement review and preparation. My goal is to make the process clear, efficient, and as stress-free as possible, while helping you keep more of what you earn and avoid costly mistakes.
If you’re looking for personalized, professional tax support, let’s talk about how I can help with your next return or ongoing tax needs.
Overview
Hired 1 time
Serves Taylor, TX
Background checked
1 employee
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, PayPal, and Venmo.
Services offered
Industry
Business size
Small (fewer than 10 employees)
Medium (10-50 employees)
Large (more than 50 employees)
Business stage
Startup (less than 2 years)
Mid-stage (2-5 years)
Established (5 years and more)
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
David E.
May 27, 2026
Highly Recommend! She is excellent! Very knowledgeable, thorough, and experienced. You can see these qualities in the first couple minutes. She talks to me in a way that is easy to understand and answers all questions I have. I won't work with anyone else!
Credentials
Background Check
Kathleen Sinclair
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is very reasonable for this industry. I typically charge less than the large tax preparation companies and accounting forms. I do not charge for every entry I make on a return. I charge based on the category.
What is your typical process for working with a new customer?
I like to get to know my clients on a personal level. They are not just another return for me. I know people are not necessarily trusting of a stranger but I can assure you that any questions I ask are to help you with your taxes and to get to know you as a person. I am not being nosy and I am not a gossip. Everything you share with me remains confidential.
What education and/or training do you have that relates to your work?
I hold accounting and law degrees which helps me research issues and understand the tax laws. I have required continued education and I always exceed the minimum because this is an ever changing field.
