Katie advises MFA’s customers on a wide variety of tax-related matters with particular expertise in pass-through entity taxation. Proactive by nature, Katie prides herself on accurate and timely responses to customer inquiries and like the rest of the Firm, bases her own success on one thing: results. Katie received her Bachelor’s and Master’s Degrees from the University of Massachusetts, Lowell.
Partnerships & pass-through entities we advocate for in their quest to achieve success
Life sciences companies we support, including biotech, pharma, med device & more
Financial services organizations we work with across investment management, banking, insurance, etc.
Real estate entities audited annually by MFA
Software and software-as-a-service (SaaS) companies we support in their pursuit for financial vitality
Healthcare entities we support including pharmacies, home care & hospice, medical technology and healthcare IT
Areas of Focus
We at MFA see the challenge, the unknown, the ambiguity, not as an obstacle but as an opportunity.
Our first and most important priority is supporting and growing the financial vitality of our customers and their businesses. And how we go about supporting them in engineering that growth is unlike any other relationship they’ll encounter.
At the end of the day, it’s not just about filing tax returns, it’s about teammates. It’s not just about conducting audits, it’s about allies. Being a partner and not a vendor. This is the philosophy that guides how MFA works with each and every customer.
At MFA, we’re a team of voyagers and explorers, chasing and embracing the unknown with the goal of making a difference in the lives of our customers and their families.
We don’t want to spend time looking in the rear-view mirror when we could be charging forward. Neither do our customers. That’s why we always have our eye on the future as their opportunities, their businesses and their personal lives evolve.
The relentless determination of our customers inspires all of us at MFA to develop and discover new and better ways to help foster their continued success.
- Favorite board game
- Favorite show to binge watch
- What do you want to be remembered for?
- Being a good person
- What makes a good life?
- Loving what you do