Business Details
Your Trusted Lake Arrowhead CPA Firm for Tax and Accounting Services
At Katherine Richardson Accounting (KRA), we deliver comprehensive financial services to local clients and remote customers connected through digital platforms. As a Certified Public Accounting (CPA) firm based in Lake Arrowhead, California, we specialize in tax preparation, business consulting, financial reporting, and planning. With over three decades of experience serving large corporations, we now focus on empowering small and mid-sized businesses with the same level of expertise.Our commitment to personalized service ensures clients receive tailored solutions, whether they visit our office or engage with us virtually. We leverage advanced technology to maintain seamless communication and service quality for clients beyond the San Bernardino mountain communities, including Blue Jay, Twin Peaks, Crestline, and Big Bear. Our local presence combined with national experience offers convenience without compromising professionalism.
Services
Taxes and Planning
Audits
Reviews
Compilations
Forecasts and Projections
Bookkeeping
Consulting
Estate Planning
Highlights and features
- Over 30 years of experience in tax and accounting services
- Personalized service tailored to individual and business needs
- Advanced technology for seamless remote support nationwide
- Locally-owned Lake Arrowhead CPA firm with national expertise
- Extensive network of professional referrals for specialized needs
Associations and certifications
- Certified Public Accountants (CPA)
Services
Taxes and Planning
We offer comprehensive tax preparation and strategic planning services for individuals and businesses. Our CPA-certified team ensures compliance with federal and state regulations while optimizing deductions and credits. With personalized guidance, we help clients minimize liabilities and plan for long-term financial success.
Audits
Our audit services provide accurate assessments of financial records for businesses and organizations. We conduct thorough examinations to ensure transparency, regulatory compliance, and internal control effectiveness. Clients benefit from actionable insights to improve financial management and operational efficiency.
Bookkeeping
We maintain precise bookkeeping systems for businesses of all sizes. Our services include transaction recording, account reconciliation, and financial statement preparation. By ensuring up-to-date records, we enable clients to make informed business decisions and streamline tax preparation processes.
Consulting
Our consulting services address financial strategy, business planning, and operational challenges. We provide expert guidance on cash flow management, cost reduction, and growth strategies tailored to each client's unique needs. This support helps businesses achieve stability and long-term success.
Estate Planning
We assist clients in creating comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include tax-efficient strategies, trust creation, and documentation for legacy planning. Our approach safeguards clients' financial futures while minimizing tax implications for beneficiaries.
People
Katherine Richardson
Founder
Katherine Richardson brings over 30 years of accounting expertise to her Lake Arrowhead firm. Previously working with major corporations in Santa Monica, she now focuses on serving small businesses with personalized financial solutions. Her commitment to quality and community has established KRA as a trusted local CPA firm.
Questions
What accounting services do you offer?
We provide tax preparation, audits, bookkeeping, financial consulting, estate planning, and business advisory services for individuals and businesses.
Do you serve clients outside Lake Arrowhead?
Yes, we serve clients nationwide through secure digital platforms while maintaining our local Lake Arrowhead office presence.
How experienced is your team?
Our team has over 30 years of combined experience, including work with large corporations, now focused on supporting small and mid-sized businesses.
Can I visit your office in person?
Yes, we welcome in-person meetings at our Lake Arrowhead office located in the San Bernardino mountains.
What areas do you serve locally?
We serve Lake Arrowhead, Blue Jay, Twin Peaks, Crestline, Big Bear, and other San Bernardino mountain communities.
