Experience
Kate has over seventeen years of progressive experience in public accounting serving corporations, S-Corporations, partnerships, and high net worth individuals. She is an expert in tax compliance and planning, long-term business relationships, and team management.
Kate has extensive experience managing client relationships for closely held businesses and high net worth individuals with a focus on clients in long-term term care, physical therapy, manufacturing/distribution, and real estate industries. She is involved in managing complex tax structures including multi-state, multi-tier, and consolidated entities, state & local taxation, M&A transactional consulting, and tax planning to assist clients in achieving business objectives.
Areas of Specialization
- Partnership and LLC Taxation and Planning
- Corporation and S Corporation Taxation
- Business and Individual Tax Planning
Professional Development
- American Institute of Certified Public Accountants
- Ohio Society of CPAs
