“When each team member is able to offer their own expertise and contribute to the efforts of different specialty areas, the client experience is hard to beat. It was that team approach and collaboration that drew me to Truepoint.”
As a tax manager on the Truepoint tax team, Katie reviews tax returns and quarterly projections and is also involved in the calculations of the tax implications on the various financial decisions clients make. In this role, providing the peace of mind and making the whole process as stress-free as possible is what keeps her motivated. To some, preparing tax returns can seem a bit mundane, but Katie enjoys doing all of this in the fun and flexible atmosphere that Truepoint provides.
When not focused on taxes at the office, Katie stays busy with her husband and three children. As a family, they love to be outdoors enjoying parks, playgrounds, baseball fields and pools. They also enjoy travel and planning their next adventure.
Specialties: tax planning and preparation