Kimberly is a highly experienced accounting and operations professional with over 20 years of expertise supporting CPAs and tax teams. Her background includes tax return processing, detailed reconciliations, and workflow coordination – all contributing to a seamless, strategy-driven client experience. Known for her accuracy and reliability, Kimberly plays a vital role in maintaining client accounts & records, communications & scheduling, as well as supporting the execution of customized tax strategies. She leverages industry-standard tools to streamline internal processes and ensure timely, compliant outcomes. Her attention to detail and proactive support help drive efficiency and enhance the client experience at every stage of the tax strategy process. Outside of work, Kimberly loves reading, cooking for her family, and is a passionate music lover who enjoys discovering new artists and revisiting timeless classics.
