INTEGRATED TAX AND FINANCIAL PLANNING
Your tax return is more than numbers; it’s a clear picture of your financial life.
That’s why we begin with tax preparation and after thorough analysis, deliver cohesive tax and financial strategies that guide you toward your goals with clarity and confidence.
Katherine Leonard, CPA, CFP® has a decade of experience advising ultra-high-net-worth clients at PricewaterhouseCoopers and a leading multifamily office. Katherine offers a boutique approach that blends tax strategy with big picture wealth planning. She aims to deliver clarity, simplicity, and a clear path to financial freedom through proactive tax and financial guidance.
