Kristin K. Dailey, CPA, PLLC
5.0
Small business and individual tax and accounting and advisory services alongside customized solutions for personal day-to-day financial management.
About
Kristin Dailey has been working in public practice as a specialist in tax advisory services for individuals and small business owners since 2002. She focuses on helping clients identify their personal and professional goals and develop an overall financial strategy that supports them, with tax compliance and planning as only one of many elements of financial health.
Services
Small Business and Individual Tax Planning and Preparation
Income tax planning and compliance, bookkeeping and record maintenance, payroll and sales tax compliance.
Daily Money Management & Financial Concierge Services
Personal accounting services designed to support individuals with advanced care needs and their families during times of transition or as a long term solution.
Estate and Trust Accounting Advisory Services
Customized engagements to support estate executors and trustees with record keeping and tax compliance requirements.
Business Advisory Services
Process reviews, performance analysis and comparison with industry benchmarks, and general management consulting services.
Income Tax Resolution
Representation before the IRS and state agencies to resolve notices and tax deficiencies or assist with tax return examinations.
Credentials & Certifications
Reviews
