Business Details
50+ Years
experience
Your Trusted Partner for Accounting Services in Kewanee, IL
Calvert Tax & Bookkeeping has been providing professional tax, bookkeeping, and financial services since 1970. Our team of experienced professionals specializes in income tax preparation for individuals, corporations, partnerships, estates, trusts, and non-profits across the tri-county area and beyond. We offer comprehensive bookkeeping solutions using QuickBooks software to ensure accurate financial records for business decision-making. Our payroll services handle multi-state compliance and direct deposit processing for clients with employees nationwide. Financial planning services focus on retirement strategies, asset protection, and personal wealth management.The firm maintains affiliations with the Illinois CPA Society, National Association of Tax Professionals, and Better Business Bureau. With over 30 years of experience, our certified professionals provide personalized support while maintaining strict confidentiality. We utilize modern technology for efficient service delivery while maintaining traditional values of client care. Seasonal staff assists during peak tax periods to ensure timely service. Our team's expertise spans agricultural, corporate, and individual tax needs. We prioritize client education to ensure clear understanding of financial matters.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Planning
Notary Services
Details
- Year established: 1970
Highlights and features
- We have over 50 years of local accounting experience
- Our team includes certified professionals with specialized tax expertise
- We serve clients nationwide with multi-state payroll capabilities
- We maintain active professional affiliations for ongoing education
- We utilize modern accounting software with personalized support
Associations and certifications
- Illinois CPA Society
- National Association of Tax Professionals (NATP)
- Better Business Bureau (BBB)
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, corporations, partnerships, estates, trusts, and non-profits. Our services include state and federal tax filing, electronic submissions, and specialized senior citizen tax forms. With expertise in agricultural, small business, and complex corporate taxation, we ensure compliance while maximizing legitimate deductions. Our team handles over 2,000 returns annually.
Bookkeeping Services
Our QuickBooks-based bookkeeping services maintain accurate financial records for business decision-making. We handle bank reconciliations, accounts payable/receivable, sales tax reporting, and financial statement preparation. Services support small businesses, corporations, and organizations requiring precise financial tracking for tax compliance and operational planning purposes.
Payroll Processing
We manage complete payroll processing for businesses with employees nationwide. Services include multi-state tax compliance, direct deposit processing, and handling of changing government regulations. Our expertise supports clients with 1 to 100+ employees, ensuring accurate tax withholdings and timely government remittances while maintaining confidentiality.
Financial Planning
Our financial planning services focus on retirement strategies, asset protection, and personal wealth management. We assist with retirement account rollovers, estate planning, and financial goal setting. Certified advisors provide personalized strategies for individuals seeking to optimize their financial future through structured wealth management approaches.
Notary Services
We provide certified notary public services as a value-added offering to our clients. Certified professionals verify identities and witness document signings for tax-related and business documents. Our notary services complement primary accounting functions while maintaining strict adherence to legal requirements for document authentication.
People
Karin Cook
CPA, Owner
Certified Public Accountant with 30+ years experience. Monmouth College graduate and Notary Public who acquired the firm in 1996. Specializes in small business and individual tax solutions while maintaining firm leadership.
Dena Huber
Senior Bookkeeper
19+ years of experience in multi-state payroll processing and sales tax compliance. Black Hawk East College graduate with expertise in answering complex accounting questions while building long-term client relationships through personalized service.
Terry Cook
Tax Specialist
Monmouth College accounting graduate with tax preparation experience since 2002. Notary Public specializing in individual, small business, and farm tax returns with transitional experience from founding practitioners.
Jacob Paxton
Payroll Specialist
Master's degree in Professional Accounting with expertise in payroll systems and tax preparation. Colorado University-Global graduate who also provides technical support for computer and electronics-related client questions.
Katrina Jordan
Financial Analyst
Southern New Hampshire University graduate with bachelor's degree in business and accounting. Background in finance and tax preparation with focus on payroll processing and bookkeeping systems implementation for client operations.
Questions
What tax services do you offer for small businesses?
We provide corporate tax preparation (C & S corporations), partnership returns, sales tax compliance, and payroll tax reporting for small businesses.
Do you handle multi-state tax filings?
Yes, we prepare and file tax returns for any state, supporting clients with employees or operations across multiple states.
What accounting software do you use for bookkeeping?
We utilize Intuit QuickBooks for bookkeeping services, including bank reconciliations, financial statements, and accounts management.
Do you offer financial planning for retirement?
Yes, our financial advisors provide retirement planning strategies including account rollovers and asset protection planning.
How long has your firm been in operation?
We've been serving clients since 1970 with continuous ownership transitions maintaining institutional knowledge since establishment.
Are your professionals certified?
Our team includes Certified Public Accountants (CPAs) and Notary Public professionals with industry certifications.
