Katie has been at TCC (now a part of Experian) for over 6 years, having previously spent 10 years in KPMG’s NYC office, focusing on managing R&D tax credit studies, IRS examinations of R&D claims, and Section 199 manufacturing deductions. She has spent her entire career providing tax credit services to clients ranging in size from small businesses to Fortune 500 entities. Katie has been involved in absorbing the Employee Retention Credit legislation since its passage in March 2020 and has been helping clients to understand and capture the benefit since its inception.
Katie holds a Bachelor of Business Administration degree from James Madison University and a CPA license in NY and DC.