Kate is dual licensed as a CPA and Lawyer in both designations by Minnesota and Florida and has more than 30 years of tax and business experience. She is an IRS credentialed agent and Tax Attorney representing clients in all tax matters before the IRS and US Tax Court. For over 20 years, Kate was employed by a Fortune 500 company & recognized as a top 1% leader of its sales & business executives due to her business acumen. Kate also worked at a Community Bank as a Vice President & Trust Officer with over 100 clients and assets of $200M+ and is also a Certified Trust & Fiduciary Advisor (CTFA) which requires extensive training, experience and continuing education. She is a volunteer puppy raiser/trainer for Southeastern Guide Dogs for the Blind (www.guidedogs.org), runs 5K/10K/Half-Marathons for Charity, and a NASCAR fan.Credentials (License info available upon request):Bachelor of Science (BS), cum laude Business/Accounting, University of MinnesotaJuris Doctorate (JD), cum laude, William Mitchell College of Law (MN)Master of Business (MBA), summa cum laude, International Business, Florida Atlantic UniversityCertified Trust & Fiduciary Advisor (CTFA), American Bankers AssociationCPA License: MN & FLAttorney License: MN & FLUS Tax Court Certified Attorney for IRS Tax Resolution
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Professional service at a reasonable price. We charge less than the large company's and have a staff of registered tax preparers and IRS enrolled agents to get you the largest refund possible. We are open all year round. We do everything from the simple return to the more complicated business returns and may be able to get your existing debt or penalties removed or reduced. All at a reasonable price. We are a local company here to serve you. We also provide Notary service.
Personal Tax Preparation Service.
