Contact Information
Kate receives a genuine sense of satisfaction from helping others. That’s her focus in each and every engagement. No matter the client, Kate is always thinking about how she can help the individuals at the center of the business.
Beginning her career in 2016, Kate focuses on tax planning, preparation and compliance. She serves a variety of clients, including pass-through entities, such as partnerships, limited liability corporations (LLCs) and S corporations; trusts and individuals. Kate also has experience with multistate tax returns and property transactions. She has served clients in a variety of industries, particularly real estate.
- Member of the firm’s Advisory Council
- New York State Society of CPAs
- American Institute of CPAs
- Ride for Roswell (Volunteer)
Kate was born and raised in Buffalo, New York, where she currently resides with her husband and their daughter. Her favorite activity is traveling, whether it’s a quick weekend getaway or an extended trip to Europe. Regardless of the destination, half of the excitement for Kate comes from planning her next adventure!
Credentials & Education
- Certified Public Accountant (New York)
- M.B.A. in accounting, Niagara University
- B.B.A. in accounting, Niagara University