Katie has practiced public accounting with Moss Adams since 2013. She serves clients in the wine, beer, and spirits; food and beverage; and hospitality industries.
Katie’s experience includes technical tax research projects, tax return and tax provision review, taxing authority notice responses, tax planning for M&A, corporate restructurings, and developing and implementing tax planning strategies for both widely and closely held businesses. Katie is knowledgeable in corporation, S-corporation, partnership, and individual tax matters.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.