Finally You Found Me!
Now We Can Get Started on Those Pesky Tax Returns!
Hi! I’m Katie B. Rocke, CPA (Certified Public Accountant) since 1983 and former IRS field agent for 14 years. I am a CPA specializing in taxes and IRS representation. Only CPAs and attorneys have a statutory right to practice before the IRS. My rates are very reasonable! . I can prepare your taxes (all years, all states) handle an audit, go to appeals for you, petition Small Tax Court, prepare an Installment Agreement or an Offer in Compromise.
Have you had a death in your family? You need to file a “Final 1040” which goes from Jan 1 to date of death. Then you need to file a “Form 1041 Decedent’s Estate” which goes from date of death to one year later. Almost everyone must file a 1041. Please do NOT apply for an EIN for the estate until you talk to me. Almost all executors make the mistake of ending the 1041 tax year on 12/31 which can be a very costly mistake.
The tax code is extremely complex. It is easy to get in trouble with the IRS, but very difficult to get out. Over 98% of the people I represent before the IRS either prepared their own tax return or went to a non-CPA.
My fees are based on three (3) criteria:
01) Credentials – CPA, Master’s Level Work in Tax & Accounting
02) Experience – 30 years as a CPA; 14 of those as an IRS field agent
03) Strategic Analysis – What is the best course of action to take?
Here’s what some of my clients have to say about their experience working with Rocke Tax & Financial:
“Katie – Thank you so much for your continued hard work on my S-corporation tax returns. Your expert knowledge has proven to be worth it’s weight in gold for our business. I don’t know what we’d ever do without you!” – Bruce N., Denver CO
“Hi Katie! I just wanted to send along my thanks for the amazing job you did on my tax return. I can’t believe how big my refund was this year! It’s amazing how many deductions I was missing when I was using tax software on my own. I look forward to having you review my previous returns to find everything else that I missed. I’m so glad that I have found you! Thank you again!” – Dan G., Westminster CO
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