Tax Services & Consulting
Trust & Estate Tax Planning
Business & Individual Tax Planning
Katie is a Manager with SVA Certified Public Accountants with expertise in tax compliance and planning for individuals, businesses, and trusts. She works closely with business owners and trustees to advise them on tax issues and best planning practices for the changing tax environment. She also assists them with tax return preparation and multi-state tax compliance.
She concentrates her practice in tax planning, consulting, and compliance for all client types. She also assists clients with the preparation of estate and gift tax returns and dedicates time to developing SVA staff in the trust, estate, and gift area.
Katie is a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and the American Institute of Certified Public Accountants (AICPA).