Katie joined the firm in 2021, bringing a diverse background of tax, tax audit, and investment accounting in over ten years of professional experience. She provides tax and income tax audit resolution services and specializes in helping clients maximize the credits and deductions available. She is strong working with large datasets, ERP system integration, financial analysis, and Idaho individual and business tax credits and deductions. Katie is known for her passion for teaching and mentoring others. Her experience in program management and client relations make taxes fun.
Katie is an Idaho native, and a Boise State University Alumni, receiving her B.B.A. in Accounting there.
Her free time is typically spent making memories with her husband and two children. She enjoys reading, camping, hiking, skiing, and tennis.