Katie is a CPA with over 17 years of experience, specializing in tax. Her professional background includes business and individual tax planning and preparation, as well as accounting services. She began her career in the tax department where she developed her skills in preparing federal and state tax returns and managing various tax projects. After leaving this role to start a family, she worked seasonally for a local tax firm for several years, gaining further expertise in tax planning and preparation, before returning to full-time work. In 2019, Katie took on the role of Tax/Staff Accountant, where she managed monthly financial transactions, reconciled accounts, and prepared detailed tax returns. By 2020, she transitioned to working as an Independent Contractor, focusing on QuickBooks Online setup, tax projections, and client consulting. Today, Katie leverages her extensive background to assist small businesses with financial management and tax optimization.