Specializing in Tax Planning & Preparation

Licensed as a CPA for over 35 years, Katherine possesses a broad range of tax experience working with individuals and businesses.

Tax Services

Individual Federal and State Income Tax Returns
Business Tax Returns – C Corporations, S Corporations, Partnerships
State Tangible Personal Property Returns
Trust, Estate and Gift Tax Returns

IRS Audit Representation
IRS and State Notice Resolution
Tangible Personal Property Audits
Sales Tax Audits
Representation in Collection Proceedings

Planning and Projections to mitigate income taxes
Retirement Planning

Tax Organizer (assistance with organizing tax data)
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Success Story

“Working with Katherine’s accounting firm over the years has provided the stability, security, and piece of mind that comes from using a large scale corporate tax accounting firm, while being paired with the personal one-on-one service of a small business. She takes the time to care, not only about my businesses tax strategy, but it’s over all well-being, and consequently the well-being of myself, and my family. “

– Greg DeSanto, Chef/Owner