Atwood Tax & Bookkeeping Services

Services

◇Resident, nonresident and part year return for all states besides OR or NY
◇Individuals
◇Families
◇Child Tax Credit
◇Other dependents tax credit
◇Investment income
Forms may include:
W2 (Wages & tax statement)
1099NEC (Nonemployee compensation)
1099MISC (Miscellaneous Income)
Form 8332 (Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent)
1099K (Payment Card and Third Party Network Transactions)
◇Self employed individuals that are not partnerships or corporations
◇Rental properties that provide services such as bed and breakfasts
◇Self employed health care adjustments
Forms may include:
Schedule C (Profit or Loss from Business (Sole Proprietorship))
1099NEC (Nonemployee Compensation)
1099K (Payment Card and Third Party Network Transactions)
1099MISC (Miscellaneous Income)
◇For profit
◇Not for profit (rented for under the fair market value)
◇AirB&B
Forms may include:
1099MISC (Miscellaneous Income)
1099K (Payment Card and Third Party Network Transactions)
◇Social Security
◇Retirement from previous employer(s)
◇Dividends
◇Stock sales
◇Interest income
Forms may include:
SSA-1099 (Social Security)
1099R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
1099DIV (Dividends and Distributions)
1099INT (Interest Income)
1099B (Proceeds From Broker and Barter Exchange Transactions; often referred to as a Consolidated Statement)
◇Itemized deductions, including mortgage interest, property taxes, donations, possibly health care expenses, and miles
◇Allowable adjustments
◇Assistance determining the appropriate and legal person to claim deductions for children
◇ Assistance determining which education credits applies to you
◇Electronic filing
◇Document upload and drop off offered
◇Secure portal for document upload, signing of tax return, and communication
Forms may include:
1098 (Mortgage Interest Statement)
1099T (Tuition Statement)
1098E (Student Loan Interest Statement)

Catherine Atwood has been preparing taxes since 2015 and is excited to offer her services to Petaluma and the surrounding areas. Catherine has been doing bookkeeping for over a decade, and adding tax services to her business nine years ago added a new way to serve her clients. Catherine previously worked as a certified tax preparer for H&R Block where she honed her skills on completing tax returns for families, small business, retirees and more. She loves meeting people and hearing their stories. A Petaluma native, she loves spending time with her family, being in nature and giving back to the community.

About Catherine

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Catherine enjoys preparing taxes and bookkeeping because she is extremely thorough and detail-oriented. You can be assured she has checked your documents and information at least twice. She also strives to have knowledge of the most updated tax codes, laws and IRS notices that could impact your tax return. Catherine invests many hours every year in training and other extended education programs to ensure she provides the best service to her clients. Staying current on tax law means she does her best to maximize your allowable credits and maximize your refunds or minimize your tax liability.

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Tom Benson, Petaluma, CA

“Catherine has served our family very well in the past couple of years, competently preparing both our personal and business taxes. With professionalism, poise, and a caring sense of humor, she helped our family navigate the complexities of our annual tax returns with ease. We highly recommend her services to you.”

Nancy & Ron

“Catherine Atwood has been our wonderful tax professional since 2016 (tax year 2015). She handles our retirement and regular incomes and is instrumental in helping us with our small business, including amortization of start-up expenses and the income vs. expense components. Recently, Catherine guided us through our inheritance of a family trust fund, making the tax process less stressful.

We appreciate Catherine's tax knowledge and friendly demeanor. She is totally trustworthy!”