Tax Services

Kathleen J. Herrera, CPA, LLC has provided tax services for over a decade, focusing on small businesses and individuals.
Picture of Kathleen Herrera

Kathleen Herrera


Kathy is a Certified Public Accountant and has been providing businesses in Nebraska with the highest quality accounting services since 2008. She has over 17 years of experience working with a Fortune 500 company, in many aspects of accounting finance, operations, finance, and staff management. 

Tax Planning Services We Offer 

As a small business owner, you wear many hats. Understanding the complex federal, state, and local tax laws doesn’t have to be one of them! With our help, you can outsource a serious burden and minimize the risk of missed credits and deductions. 

We can help navigate your tax liabilities and deductions with a personalized touch that even the most cutting-edge software cannot match.

Our tax services include: 

  • Preparation and electronic filing of your tax return
  • Consultation regarding new tax laws or potential deductions
  • Review of previous years’ returns
  • IRS notice resolution
  • Audit assistance

What Other Tax Services Do We Offer? 

In addition to our tax preparation services, these are also times you’ll want to consult with us:

  • Annual tax planning
  • Choice of entity
  • Tax forecasting
  • Succession planning

Get A Free Initial Consultation

Contact us today to schedule a complimentary initial meeting!

Who Do We Work With? 

We are proud members of the Omaha community and are always excited to work with our local small business owners! Whether you are filing for the first time, or are seasoned and looking for a change, contact us today.

How We Help Our Clients 

Small business tax needs exist year-round—not just when it is time to file. Utilizing small business tax services in Omaha will help minimize liability and maximize after-tax income. 

  • Identify tax planning strategies
  • Explain your tax picture in plain English
  • Alert you of any significant tax changes
  • Respond to IRS notices