Enrolled Agent, Certified Tax Coach

About Us

As an Enrolled Agent, I am here to ensure that all of your financial decisions are made carefully with your best interests in mind. I am your advocate to financial wellness, tax planner, and guide down your path to success.

Cathi Korelin, EA NTPIF CTP CAA is an Enrolled Agent and Certified Tax Planner. Her firm is Taxguruette, Inc. All clients begin with a tax plan session to uncover missed opportunities. The typical client sees $15,000 minimum in tax reduction on an annual basis, making our services an investment not another expense. There are five different tax planning services available to meet the needs of clients regarding structure, growth, wealth management, tax reduction and exit phases of their businesses. Tax planning ideas are implemented by the Firm to ensure the new tax savings are handled correctly. We offer fixed-price monthly maintenance plans. In addition, we work with our clients to understand their personal and business goals and direct their tax savings to assist them in meeting their goals.

How We Got Started

I have been in the industry for 15 years.

The products and services we offer

Payroll Taxes Tax Service Bookkeeping Tax Preparation Service Tax Representative Quickbooks Pro Advisor Succession Planning Financial Literacy Individual Tax Returns Tax Resolution Tax Resolution Services Show all 12

"We’ve worked with Cathi for a couple years on our taxes and recommend her "

Highly Recommended

"Cathy is a great supporter of her community! She has my vote!"

Xero is simpler than Quickbooks.

Enrolled Agent and Virtual Bookkeeper. I can set up your books or manage your books.

Conservatorship Accounting

I have added Fiduciary/Conservatorship Accounting. I handle the necessary reporting paperwork for court reporting. You send me your accounting file...

Is Budget a 4 Letter Word?

We think of a budget as a diet for the pocketbook. Come bring your bank statement or list of expenses. Let's be proactive not reactive. Do you want...

Gallery

Highly Recommended

"Faith is the only bookkeeper that I send all my business to. "

Highly Recommended

"What makes Susie special, in addition to her tax knowledge, is that she really believes in..." Read more "What makes Susie special, in addition to her tax knowledge, is that she really believes in advocating for the public. She participates in the national and state organizations that fight on behalf of the general taxpayer."

Recent Activity

Cathi from Enrolled Agent, Certified Tax Coach Answered this on February 15, 2024

High interest rates. (more) High interest rates.

Cathi from Enrolled Agent, Certified Tax Coach Answered this on May 04, 2023

Mail. I don't like being approached. Most of the time I don't need their services and when they walk in I am irritated for being interrupted. (more) Mail. I don't like being approached. Most of the time I don't need their services and when they walk in I am irritated for being interrupted.

Cathi from Enrolled Agent, Certified Tax Coach Answered this on November 10, 2022

SBA no. Anything federally illegal you cannot get a regular loan. I found some links that may or may not help. Just googled these. CBD Financing: Cannabis & Dispensary Loans - Kickfurther CBD Financing: Find Hemp-Friendly Banks + CBD Investors (2022) (bigcommerce.com) CBD Funding -... (more) SBA no. Anything federally illegal you cannot get a regular loan. I found some links that may or may not help. Just googled these. CBD Financing: Cannabis & Dispensary Loans - Kickfurther CBD Financing: Find Hemp-Friendly Banks + CBD Investors (2022) (bigcommerce.com) CBD Funding - Nerdy Payments

1 Reply

Cathi from Enrolled Agent, Certified Tax Coach Answered this on November 10, 2022

Too many questions. Didn't bother to finish. (more) Too many questions. Didn't bother to finish.

Cathi from Enrolled Agent, Certified Tax Coach Answered this on March 11, 2022

I have to have an excellent experience. I am dealing with people's finances, and they must trust I know what I am doing. (more) I have to have an excellent experience. I am dealing with people's finances, and they must trust I know what I am doing.

Cathi from Enrolled Agent, Certified Tax Coach Answered this on December 02, 2021

Almost. Just getting my tax software set up and my CRM finalized (more) Almost. Just getting my tax software set up and my CRM finalized

Cathi from Enrolled Agent, Certified Tax Coach Answered this on October 23, 2021

TaxDome (more) TaxDome

Cathi from Enrolled Agent, Certified Tax Coach Answered this on October 17, 2021

I am virtual. The vaccination does not prevent anyone from getting or giving Covid. It reduces your symptoms. (more) I am virtual. The vaccination does not prevent anyone from getting or giving Covid. It reduces your symptoms.

Cathi from Enrolled Agent, Certified Tax Coach Answered this on August 25, 2021

I am going completely virtual so I will not have to deal with it. I do have mask optional rules (more) I am going completely virtual so I will not have to deal with it. I do have mask optional rules

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