Kathy is a tax specialist at The Wolf Group with 30 years of experience in individual, corporate, and partnership taxation.
Before joining TWG, Kathy ran her own Tax and Accounting practice in Salt Lake City, Utah, for 7 years. There, she started with just 1 client and grew the practice to over 300 clients before selling the business and moving to the DC area in late 2017.
Previously, Kathy started her career at Arthur Anderson and then worked in California for many years as a senior preparer and reviewer, focusing primarily on corporate, partnership, and trust returns. In addition, she obtained her Series 7 and Series 66 licenses to assist clients in setting up individual IRAs and corporate retirement plans.
Kathy has a Bachelor’s degree in Business Administration from California State-Fullerton and an Associate’s degree in Accounting from St. Louis Community College.
Kathy has been an Enrolled Agent with the IRS since 2000 and is a National Tax Practice Institute (NTPI) Fellow, which is the highest achievement for an Enrolled Agent. In addition, she is an active member of the National Association of Tax Professionals (NATP), National Association of Enrolled Agents (NAEA), and National Society of Accountants (NSA).