Why we’re different
CPA PRECISION MEETS BIG PICTURE PLANNING
Katherine Leonard, CPA, CFP® combines white-glove service with technical depth and big-picture strategy. Her integrated CPA-CFP® approach helps clients minimize taxes, align financial decisions with long-term goals, and feel confident in every step.
Big-Picture Financial Strategy
It’s not just about next year’s tax return.
Tax preparation integrated into your broader wealth plan.
Scenario modeling for retirement and education planning, RSUs, Roth IRA conversions, gifting, and more.
Ongoing guidance beyond tax compliance.
Service You Can Count On
Personal attention every step of the way.
Direct access to Katherine.
Custom-tailored meetings, not cookie-cutter solutions.
Technical Expertise That Delivers
10 years of experience serving HNW individuals
Connect taxes and long-term financial planning.
Detailed guidance for professionals and business owners.
What this means for you
Less guesswork, fewer surprises, clearer decisions.
Spend more time doing what you love and less asking if you’re leaving money on the table.
Ready to experience the difference? Schedule a consultation today.