Tax Planning, Trust Accounting & Fiduciary Support.
Plan ahead for taxes. Keep trust and estate finances organized. Prep Tax Smart provides year-round CPA support for business owners, families, trustees and executors in Redding and Northern California.
Led by Kateryna “Kate” Dymedenko, CPA, CTC, our team brings tax planning and accounting together. Explore trust and fiduciary support.
CPA services for your next decision
Tax planning, trust and estate accounting, bookkeeping, financial leadership and CPA-issued financial statements—with a clear scope and next step.
We support business owners, individuals, families, trustees and executors, including contractors, healthcare practices and other service businesses.
CPA-Issued Financial Statements
Need statements for a lender or bonding agent? Discuss whether a compilation, review or agreed-upon procedures engagement fits the request.
Proactive tax planning for business owners, individuals and families. Review estimated payments, entity choices and year-end decisions before filing season.
Trust and estate tax returns, accounting and CPA support for trustees and executors.
Accurate, timely financials you can trust. We manage your books so you have a clear picture of your business at every stage of growth.
Strategic financial leadership without the full-time cost. Forecasting, cash flow management, KPI reporting, and CFO-level guidance on demand.
Industry-Leading Standards and Capabilities
A CLEAR FIRST STEP
How we get started
Tax planning and trust accounting begin with understanding your situation.
1. Talk with Kate
Share your situation, priorities and deadlines in an introductory conversation.
2. Define the work
Discuss the services, records, scope and fees before beginning an engagement.
3. Get organized
Receive clear next steps and instructions for sharing the records we need securely.
Start with a conversation.
Tell Kate what you need help with and any approaching deadline. We’ll discuss your priorities, the services that may fit and the next step.
Choose a 30-minute consultation or call (530) 222-8996. You can book directly without completing the form.
For a personal, trust or estate inquiry, use “Individual,” “Trust” or “Estate” for Company name and select Other for trust and estate support. Please keep sensitive documents out of this form.