Columbia, MD
Private equity clients
Tax planning
Relationship building
Kate has worked at Tonneson for four of her seven years of professional experience. She works in the tax department where she prepares individual income tax returns and services private equity clients. On every project, Kate uses her knowledge and experience to deliver work that exceeds clients’ expectations and helps build lasting business relationships.
Kate earned a B.A. in psychology from the University of Massachusetts Boston. She is a member of the Maryland Association of CPAs where she is a part of the Champion Program. In addition to her day-to-day responsibilities, she is involved in firm training, networking, social events, and volunteer initiatives. She is motivated by satisfying her clients, streamlining processes and the challenges that come with every new day.
Kate resides in Columbia, Maryland and works out of the Maryland office. She has two adorable English bulldogs named Charlie and Daisy. In her spare time, she enjoys working out (Pilates is her favorite!), interior decorating and hanging out with her nieces and nephews. Her favorite place to vacation is Turks and Caicos.