Katie is a manager in the Stratham office and has spent 18+ years in public accounting. She specializes in taxation for individual, corporate and partnership returns; planning for individuals, including loss harvesting and Roth IRA conversions to minimize future required minimum distributions; planning for small and medium size businesses, including purchase and sale; multi-state taxation; IRS representation; gift returns; and bookkeeping assistance with QuickBooks desktop or online (QB Online Certified ProAdvisor). She works to ensure clients are aware of all options and knowledgeable of the tax law that affects them. She enjoys working closely with financial advisors, attorneys, and other professionals to accomplish each client’s goals.
Katie graduated with a Bachelor of Science Business Administration (accounting) from the University of Colorado Boulder and receives more than 40 hours per year of continuing professional education. She is licensed in New Hampshire and Colorado,. She is a member of American Institute of Certified Public Accountants and the New Hampshire Society of Certified Public Accountants.
Katie is a Board member, Treasurer, Head of the Finance Committee, and Audit Committee Member for the Animal Welfare Societyin Kennebunk Maine. She has served on the board for over 10 years.