Call us 904-268-7809

A full-service CPA CDFA tax analyst and divorce settlement expert in Jacksonville, FL

 

Katherine Ashley, is not only a CPA, but your friend in the accounting business. She is your business partner and values her client relationships. And, as a Certified Divorce Financial Analyst she can help guide you through the financial aspects of the divorce process. If you have ever done business with a formal, uptight or staunch accountant, Katherine will be a breath of fresh air. She is approachable, personal and will make certain that you understand, in layman’s terms, your financial picture. Your finances don’t have to be complicated when you partner with Katherine. She has flexible hours to meet your schedule, returns phone calls promptly and becomes a vital part of her clients team.

Tax Services

  • Tax Preparation: Individual, Corporate, Partnerships, Trusts, Estates, Non-Profit, State Income Tax
  • Tax Planning
  • Tax Problems: IRS Audit Representation, IRS/State Notice Resolution
  • Retirement Planning

Business Services

  • Payroll Tax Return Preparation
  • Sales Tax Return Preparation
  • New Business Formation Consulting
  • Fixed Asset Scheduling & Depreciation
  • General Business Consulting
  • QuickBooks Training, Set-up, File Review

Divorce Support (CDFA™)

  • Pre-Divorce Financial Counseling and Education
  • Assistance with Financial Forms and Documentation
  • Analysis of Financial Position and Disclosure of Both Spouses
  • Review and Analysis of Proposed Marital Settlement
  • Analysis of Income Tax Effects of Proposed Marital Settlement
  • Forecast Short-Term and Long-Term Financial Impact of Settlement

Katherine B. Ashley, CPA, CDFA™ proudly serving Northeast Florida and Southeast Georgia including Jacksonville, Jacksonville Beach, Atlantic Beach, Neptune Beach, Ponte Vedra Beach, Fernandina Beach, Amelia Island, Green Cove Springs, Orange Park, Middleburg, Fleming Island, Palatka, St. Johns, Brunswick and Waycross as well as other states across the United States.

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