Kate, originally from Chicago, moved to Charlotte to attend college. She is a recent Magna Cum Laude graduate of Queens University of Charlotte with a concentration in accounting. Kate came to us initially as a tax intern through CPCC's career services department. She has worked with us throughout the remainder of her time in college and is now at the firm full time!
Kate wears many hats at the firm, but her main focus is in tax and client services. She enjoys the areas of personal finance, tax compliance with the IRS, small business bookkeeping, and creating spreadsheets! Kate is a QuickBooks Advanced ProAdvisor and an Excel University graduate.
She enjoys reading a good book, time with her husband and dog, and organizing/cleaning.