Kathi is a member of our senior management team and the tax team lead. She spent the earlier part of her career in the mortgage industry before embarking on her career in tax preparation. She is an Enrolled Agent (EA) and is licensed to practice before the IRS. She enjoys working with individuals and small business owners to formulate strategies that will lessen their tax burden. She received a BA in Business Administration from the University of Delaware.

Kathi lives in Bucks County with her fiancé, Bob. She believes it is important to volunteer her time and skills to the community and currently serves on the board of directors of the Bucks County SPCA.