Meet Catherine Lane –
Your Trusted Tax Professional
Catherine Lane, founder of Beyond the Books, is an IRS Enrolled Agent (EA) dedicated to helping small businesses and individuals navigate the complexities of taxes. As an EA, Cat is authorized to practice before the IRS, offering expert tax services with precision and care.
Cat goes beyond simply filing returns. She takes the time to understand your unique financial situation, ensuring that your tax strategies align with your goals. With extensive experience in preparing individual and business tax returns, she also provides actionable insights to help you save on taxes and enhance your financial well-being.
When you partner with Cat, you’re not just hiring a tax preparer—you’re gaining a trusted advisor committed to your financial success. Let Beyond the Books alleviate the stress of tax season so you can focus on what matters most—growing your business and planning for a prosperous future.
Essential Tax
Perfect for straightforward income tax filing needs for individuals and businesses (LLCs, Partnerships, S-Corps).
Basic tax preparation services starting at $150 for individuals and $300 for small businesses (LLCs) per return.
Premium Tax
Ideal for proactive tax planning throughout the year for both businesses and indivuals.
Includes quarterly reviews of your tax liability and preparation of your annual return, starting at $600 per return and four quarterly reviews.
Pro Tax
Business owners and individuals seeking year-round guidance, and proactive planning.
Includes comprehensive tax preparation, estimated payment calculations, and strategic tax planning, starting at $1,300.
At Beyond the Books, we understand that every tax situation is unique. Our pricing for tax return preparation varies based on the forms and schedules required to complete your return. Whether you need a straightforward individual return or a more complex business filing with multiple schedules, we offer transparent and flexible pricing tailored to your needs.
As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.
