Kate is responsible for client administration, managing client information and updating our key relationships. She also leads our individual tax preparation department and oversees all of our social media marketing and highly touted weekly tax blog. In addition to personal taxes and marketing, Kate is our leader on self-employed tax filings and compliance and assists clients with their accounting, reconciliations, sales tax and administration issues.
Kate currently lives in Indianapolis. In her spare time, she enjoys running, cooking, reading and being outdoors.
Ball State University, Muncie
B.S. in Accounting, 2011
Indiana CPA Society (INCPAS)
National Association of Tax Professionals (NATP)
Business Network International – Keystone Lunch*
*Meets Wednesdays, 11:30AM at Sullivan’s