Services That Drive Results
Solutions designed to help your business grow with strategy, creativity, and technology.
Accounting & Bookkeeping Services
Katherine M. Johnson, CPA, is your trusted partner for professional accounting and bookkeeping services. We strive to provide precise, reliable, and transparent financial solutions tailored to your personal or business accounting needs in Georgetown, Kentucky, and surrounding areas.
We are committed to professionalism and expertise and are one of the leading firms in the area for accounting and bookkeeping services.
Who Needs Accounting and Bookkeeping Services?
Accounting and bookkeeping can support every type of business and can even support individuals as well. These professional services are designed to ensure your financial records are accurate, up-to-date, and organized for the best information available. This can help you make informed business decisions and ensure you stay compliant as well.
We look at every business or individual’s needs to determine the best approach and where we can help the most for financial health, planning, and future growth.
See PackagesComprehensive Accounting Solutions
Our comprehensive accounting solutions can be used for a number of needs. This includes small business support, Quickbooks assistance and setup, payroll, and more. In terms of accounting, we can help you with these things and more:
- Financial statement preparation
- Budgeting
- Forecasting
- State Tax Audit Support
- Financial analysis and reporting
Financial Statement Preparation
Whether you need financial statements to present to a board of directors or you’re looking for a routine financial summary, we can help. These statements provide an overview of business performance and activities, showing where money and income are received as well as debt, liabilities, and receivables.
The financial statement is a snapshot of that point in time and is used for many purposes. Accuracy is critical, and we use our expertise to ensure accuracy and efficiency.
Budgeting And Forecasting
Setting a budget is critical to business success. Tracking the budget and the bottom line is also vital. Most businesses will set their own budget, but they need to be entered and monitored per the parameters.
We can help to establish a budget, but we can also help with accounting processes that track the budget, where things are, and what may still need to happen. We can help you see the bottom line and keep things on track.
State Tax Audit Support
While we certainly hope you never have to deal with an audit, the reality is it happens often. Nearly 1 in 100 businesses are audited by the IRS every year. This does not even begin to consider routine business audits that may be normal for your industry.
With our accounting and bookkeeping services, we can provide State Tax Audit Support to ensure you have proper documentation and reports if auditing occurs.
Tax Planning & Preparation
Katherine M. Johnson, CPA, provides professional tax planning and preparation for individuals and businesses in Georgetown, Kentucky, and surrounding areas. We prepare accurate returns and look ahead so you keep more of what you earn.
We are committed to clear guidance, on-time filings, and a tax strategy that fits how you actually operate — not a one-size-fits-all checklist.
Who Needs Tax Planning and Preparation?
Anyone who files a return can benefit from a planned approach — W-2 employees, families with investments, landlords, and growing businesses. Tax planning is designed to organize your records, reduce surprises, and keep you compliant year-round.
We look at your situation before filing season so deductions, estimated payments, and entity choices are handled with intention.
See PackagesComprehensive Tax Solutions
Our tax work covers personal and business filings, plus planning you can use all year. In terms of tax planning and preparation, we can help you with these things and more:
- Individual tax returns
- Business tax returns (LLC, S Corp, C Corp, partnership)
- Quarterly estimated taxes
- Deduction and credit review
- Year-round tax planning
Personal And Business Returns
Whether you need a straightforward personal return or coordinated business and owner filings, we prepare the forms with care and explain what changed from last year.
Accuracy matters. We review supporting documents, reconcile income, and file with the same attention we bring to every client’s ledger.
Year-Round Tax Planning
Filing is one moment. Planning is the rest of the year. We help you time income and expenses, set estimates, and avoid last-minute scrambling.
When your business grows or your life changes, we adjust the plan so your tax picture stays current.
Deduction And Credit Review
Credits and deductions are easy to miss when records are scattered. We walk through what you qualify for and what documentation you need to keep.
The goal is a complete, defensible return — not a guess at tax time.
IRS Tax Problems
Notices, penalties, and back taxes are stressful — and they rarely go away on their own. Katherine M. Johnson, CPA, helps individuals and small businesses in the Georgetown area understand what the IRS is asking for and what to do next.
We review the notice, organize your records, and map a clear path back to good standing.
Who Needs Help With Tax Problems?
Anyone who has received an IRS or Kentucky notice, missed a filing, or fallen behind on payments can use professional help. Early action usually means more options.
We start by identifying the real issue — a math error, an unfiled return, or a balance due — so you are not guessing at the next step.
See PackagesHow We Help Resolve Notices
Tax problems take different forms. We can help you with these things and more:
- IRS and state tax notices
- Unfiled prior-year returns
- Penalty and interest review
- Wage garnishments and levies
- Collection letters
Unfiled Returns
If returns were skipped, the first job is to file what is missing with complete, accurate information. That often reduces penalties and stops the problem from growing.
We gather transcripts and records, prepare the returns, and explain what you should expect after filing.
Penalties And Interest
Penalties add up quickly. In some cases they can be reduced or removed when there is reasonable cause and a clean filing history going forward.
We review what was assessed and whether relief is worth pursuing for your situation.
Levies And Garnishments
Bank levies and wage garnishments need a prompt, organized response. We help you understand the timeline and what documentation the IRS expects.
The aim is to stop aggressive collection where possible and replace it with a workable plan.
Tax Resolution
When you owe more than you can pay at once, you still have options. We help Georgetown clients resolve IRS and Kentucky balances with a plan you can actually keep.
Resolution is not one product. It is matching your cash flow, assets, and filing status to the program that fits.
Who Needs Tax Resolution?
Business owners and individuals who cannot pay the full balance, who are in collections, or who need a structured agreement with the IRS or the state.
We look at your ability to pay, your filing compliance, and which resolution path is realistic before you commit to anything.
See PackagesResolution Options We Can Explore
Depending on your facts, tax resolution may include:
- Installment agreements
- Currently not collectible status
- Offer in compromise review
- Penalty abatement requests
- State tax resolution support
Payment Plans
An installment agreement can stop some collection activity while you pay over time. The terms depend on what you owe and what you can afford.
We help you prepare the financial details the IRS uses to set a monthly amount.
Settlements And Relief
Some taxpayers qualify to settle for less than the full balance. Others need penalty relief first so the number is even workable.
We will be direct about whether a program is a fit. If it is not, we will say so and look at the next best option.
Staying Compliant After Resolution
Agreements fall apart when new returns are late or estimates are missed. We help you stay current so the resolution you worked for actually holds.
That may include bookkeeping, payroll, or a simple filing calendar — whatever keeps you on track.
Payroll Services
Payroll has to be right every pay period — wages, withholdings, deposits, and year-end forms. We help Georgetown businesses run payroll without turning it into a second job.
Whether you have a few employees or a growing team, we set up a process that is accurate, on time, and easy for you to review.
Who Needs Payroll Services?
Any business with employees or contractors who wants deposits, filings, and W-2s handled correctly. Payroll mistakes are expensive and they compound quickly.
We look at how you pay people today and where the risk is — missed deposits, wrong classifications, or year-end scrambles.
See PackagesWhat Our Payroll Support Includes
Payroll support can be hands-on or advisory. We can help you with these things and more:
- Payroll processing
- Federal and Kentucky payroll tax deposits
- Quarterly payroll filings
- W-2 and 1099 preparation
- New-hire and employee change setup
Pay Runs You Can Trust
Each pay run should match hours, rates, and deductions without a last-minute fire drill. We help you lock in a calendar and a review step so surprises are rare.
If something does look off, we trace it before the money goes out.
Payroll Tax Filings
Deposits and quarterly returns have to land on time. We track due dates and prepare the filings so you are not piecing them together from bank statements.
Year-end W-2s and 1099s are part of the same system — not a separate panic in January.
Setup And Ongoing Support
New employees, rate changes, and benefits deductions should be simple to update. We help you keep the payroll file current so each run stays clean.
If you also use QuickBooks, we can align payroll with your books so the two systems match.
