About Us
Cates and Company began in 2007 to serve the accounting and tax preparation needs of individuals and small businesses in the central valley. Our goal is to be “Large enough to serve you and small enough to know you”. Our clients enjoy our family friendly setting and welcoming atmosphere.
Our staff is knowledgeable in payroll and bookkeeping, providing many services such as check writing and bank reconciliations.
Continuing education is very important to our entire staff. Keeping up with government changes and continually evolving tax laws is critical in our industry. Be assured that only the finest tax and accounting programs are utilized at Cates and Company. Our pricing is competitive with the large storefront tax preparers, and our quality far surpasses them.
Our goal is to make the annual tax filing as simple and painless as possible for our clients. Many of our clients email their tax information and we conduct their interview by phone. This allows us to serve clients throughout the state of California and beyond. We offer a free consultation to new clients and we look forward to meeting you.
Meet Teresa
Teresa Cates has over thirty years experience in tax preparation and accounting. She enjoys assisting her clients with their Quickbooks accounting systems and making recommendations that give individuals and businesses better organized accounting records and more free time. Tax specialties include: non-profit organizations, small businesses, real estate issues, and partnerships.
Our Mission
Our firm's mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today's needs but tomorrow's plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.
Shelby Gadea
CTEC Registered Tax Preparer
& Notary Public
Diann Hose
CTEC Registered Tax Preparer
& Office Manager
Cheryl Stone
CTEC Registered Tax Preparer
& Notary Public