Katherine Kirk has more than 15 years of tax experience as a third-generation tax CPA. She advises clients on entity formation and selection for best possible income tax savings while coordinating with legal advisors. She provides guidance on business structure, annual state and federal income tax, annual tax planning, estate and inheritance planning. Katherine also helps guide clients to success through general business consulting to gain efficiencies and profitability through both operations and financial reporting. She is experienced in merger and acquisition transactions for multiple industries. Katherine primarily serves clients in the oil & gas service, energy, ranching, financial investing, professional service, retail/wholesale, and healthcare industries. She also serves individual business owners and their personal tax advisory needs whether it is forming a new business, maintaining and growing an existing company, or planning for the sale or transition of an established business towards retirement industries. Katherine periodically speaks to local high school and college students on financial literacy skills to help them build a successful life, regardless of their career paths or plans.
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