Background

Kate has been with BPTG, LLP since 2017 and brings nearly a decade of experience in tax and accounting. She works with individuals, businesses, trusts, and estates on a variety of federal and state tax matters.

As an Enrolled Agent, Kate is federally authorized to represent taxpayers before the Internal Revenue Service. Her experience also includes assisting clients with IRS and state tax notices, ongoing tax compliance, and bookkeeping.

Kate values building strong relationships with clients and is committed to providing attentive, dependable, and personalized service. She takes pride in making the tax process feel approachable and ensuring clients feel informed and supported along the way.

Outside of the office, Kate enjoys tapping into her creative side through a variety of crafts and DIY projects, exploring new places, and spending time with family and friends.