Atwood Tax & Bookkeeping Services
Services
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Individuals
Families
Child Tax Credit
Other dependents tax credit
Investment income
Resident, nonresident and part year return for all states besides OR or NY
Forms may include:
W2 (Wages & tax statement)
1099NEC (Nonemployee compensation)
1099MISC (Miscellaneous Income)
Form 8332 (Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent)
1099K (Payment Card and Third Party Network Transactions)
1099DIV (Dividends and Distributions)
1099INT (Interest Income)
1099B (Proceeds From Broker and Barter Exchange Transactions; often referred to as a Consolidated Statement)
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Self employed individuals that are not partnerships or corporations
Gig workers
Rental properties that provide services such as bed and breakfasts
Self employed health care adjustments
Forms may include:
Schedule C (Profit or Loss from Business (Sole Proprietorship))
1099NEC (Nonemployee Compensation)
1099K (Payment Card and Third Party Network Transactions)
1099MISC (Miscellaneous Income)
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Social Security
Retirement from previous employer(s)
Dividends
Stock sales
Interest income
Forms may include:
SSA-1099 (Social Security)
1099R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
1099DIV (Dividends and Distributions)
1099INT (Interest Income)
1099B (Proceeds From Broker and Barter Exchange Transactions; often referred to as a Consolidated Statement)
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Itemized deductions, including mortgage interest, property taxes, donations, possibly health care expenses, and miles
Allowable adjustments
Allowable credits
Assistance determining the appropriate and legal person to claim deductions for children
Assistance determining which education credits applies to you
Electronic filing
Document upload and drop off offered
Secure portal for document upload, signing of tax return, and communication
Forms may include:
1098 (Mortgage Interest Statement)
1099T(Tuition Statement)
1098E(Student Loan Interest Statement)
About Catherine
Catherine Atwood is a federally licensed Enrolled Agent (EA) who brings both precision and warmth to tax preparation. With over ten years of experience in the field, she’s passionate about helping individuals, families, and small business owners feel confident and informed during tax season and beyond.
A Petaluma native, Catherine is proud to offer her professional tax services to her hometown and surrounding areas. Her career began at H&R Block, where she gained hands-on experience preparing tax returns for a wide range of clients—including retirees, self-employed professionals, and growing families. That early work gave her a deep understanding of how to tailor tax strategies to each person’s unique situation.
As an Enrolled Agent, Catherine is recognized by the IRS as a tax expert, authorized to represent taxpayers in all matters before the IRS. She invests significant time each year into continuing education to stay current with the ever-changing tax code, ensuring her clients benefit from every available credit, deduction, and opportunity to minimize their tax liability.
Catherine is known for her meticulous attention to detail and her ability to explain complex tax topics in a way that makes sense. She believes in building lasting relationships and takes the time to truly understand each client’s needs.
Outside of tax season, Catherine enjoys exploring nature, spending quality time with her family, and giving back to the Petaluma community. Her approachable style and deep expertise make her a trusted partner in all things tax.
kind words
Resources
Where Is My Refund?
Tax Rates
Taxpayer Rights
Tax Due Dates
Record Retention Guide
I love doing taxes, you don’t.
During these hectic times, why not have me do the part I like, so you can do what you like.
707-527-3741