Tax Preparation + Tax Strategy for Business Owners.
Built by a business owner. Designed for real life.
Founder-Led & Relationship-Driven
I understand what it’s like to build something from the ground up and that's because I’ve done it myself.
Strategy, Not Just Filing
I don’t just plug in numbers and hope for the best. Every return I prepare is done with a strategy lens, looking ahead so there are fewer surprises and smarter decisions moving forward.
Built for Business Owners & the Self-Employed
I specialize in working with freelancers, self-employed professionals, and small business owners.
Tools That Create Clarity
I created the WhipSmart Tax Strategy Toolkit to give my clients visibility into their numbers, income, deductions, and profit so tax conversations happen proactively throughout the year, not reactively at filing time.
Kirwan Financial Services isn’t just another tax prep company.
Tax preparation is the starting point. Strategy is where the real value begins.
I built KFS for business owners and self-employed professionals who want more than a once-a-year transaction. I prepare accurate, compliant returns, but I also help you understand what the numbers mean, plan ahead, and make better decisions throughout the year.
No cookie-cutter advice. No guessing at tax time. Just thoughtful preparation, clear strategy, and a tax professional who actually knows your business.
Your business is not just another set of numbers.
READY FOR A CLEARER TAX PLAN?
Let’s Talk About What’s Next
Based in St. Augustine, serving clients virtually throughout Florida and beyond.
Start the Conversation.
Where Thoughtful Tax Preparation Meets Proactive Strategy
Tax Preparation & Compliance
I prepare federal and state tax returns for individuals, families, and business owners, ensuring every return is accurate, compliant, and thoughtfully prepared. Whether you’re filing a straightforward return or managing multiple income streams, my focus is clarity, accuracy, and peace of mind.
Proactive Tax Planning
For clients who want to go beyond filing, I offer proactive tax planning through my WhipSmart CEO Tax Strategy. This approach helps business owners and high-earning professionals understand their numbers, identify planning opportunities, and make intentional decisions throughout the year, not just at tax time.
The WhipSmart Tax Strategy Toolkit
I created the WhipSmart Tax Strategy Toolkit for clients who want more visibility into their income, deductions, and profit without full accounting software. It’s a practical, easy-to-use dashboard designed to support smarter tax conversations and better planning all year long.
What It’s Like to Work With Me
Testimonials
She was able to really dig into my information and books to maximize our deductions. She saved us $8,000 in our tax returns this year. I cannot recommend her enough for families with multiple W-2s and business owners.
Valeria U
We had a CPA who said our ridiculously high tax bill was our fault. I reached out and found Cassie — and she found the error. She saved us $4,000. Reach out to Cassie. She is fantastic and I am so glad we found her
