Kathy joined our team in December of 2016 as a Tax Associate. She graduated from Lycoming College with a Bachelor’s degree in Accounting.
Kathy is both a CPA and a CFP® professional. She has extensive experience in public and private accounting working with both individuals and businesses. Her responsibilities include tax preparation, tax projections, responding to IRS notices, and general ledger preparation. Kathy often has direct client contact when performing detailed tax projections, especially as they relate to exercising stock awards.
In her spare time, Kathy enjoys traveling with her husband and teenage sons. She also loves cheering on her son’s high school and middle school sports teams.
Have a question for Kathy? Contact her directly at Kathy.firstname.lastname@example.org