Katie is a graduate of University of Wisconsin-Stevens Point with Bachelor of Science degrees double majoring in Accounting and Business Administration. She is a credentialed Enrolled Agent with the IRS who is licensed to prepare taxes, offer tax advice, and represent clients before the IRS.
She assists the senior accountants with tax preparation, general business bookkeeping, and is a QuickBooks® ProAdvisor. Inquisitive. Honest. Heart. Katie ensures your client experience is genuine and positive.
When not in the office, Katie spends time with family and friends, but likely found frequenting fishing holes with her boyfriend and their silver labrador Daisy.
*Katie is not affiliated with Osaic Wealth, Inc.