Where your tax strategy and financial plan work together

For individuals navigating complex income, high taxes, and inconsistent advice.

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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.

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CPA PRECISION MEETS BIG PICTURE PLANNING

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  • "Katherine helped me feel clear and confident about my tax and financial decisions. She explains things in plain language and often anticipates strategies before I even think to ask."

    Carol B., Newport Beach, CA

  • "Working with Katherine has been one of the best decisions we’ve made. She guided us through major life transitions with expertise, warmth, and a steady approach that made complex financial decisions feel manageable."

    — Hannah & Ryan H., Davis, CA

  • "Katherine approaches tax and financial planning with real care and understanding. She listens closely, explains things simply, and offers strategies that feel genuinely tailored to my situation."

    —Carolina W., Orange, CA