Biographical Information
Helping people navigate their financial journeys.
As an Enrolled Agent (EA), Katie specializes in helping seniors and trusts. Early on, Katie found that many taxpayers have difficulties collecting all of the documents needed in order to prepare their tax returns, and in 2015, after a colleague introduced her to AADMM, she expanded her services to include Daily Money Management.
We provide services in the following areas:
– Daily Money Management
– Payroll and Household Employees
– Tax Preparation and Tax Advising
– Trustee Services
