I highly recommend Kathy. Her in-depth knowledge of the tax code and ability to clearly communicate and navigate complex financial situations (Estate Closure, Crypto Currency, Hybrid Work Schedules aligning with City Tax Requirements, etc...) has been truly impressive. She took the time to understand my unique situation and provided tailored recommendations for my financial position. I highly recommend her as a CPA and the services provided by "Kathleen Roberts CPA & Associates".
I highly recommend Kathy. Her in-depth knowledge of the tax code and ability to clearly communicate and navigate complex financial situations (Estate Closure, Crypto Currency, Hybrid Work Schedules aligning with City Tax Requirements, etc...) has been truly impressive. She took the time to understand my unique situation and provided tailored recommendations for my financial position. I highly recommend her as a CPA and the services provided by "Kathleen Roberts CPA & Associates".