Katie specializes in tax planning and compliance for individuals and pass-through entities, with a particular focus on small businesses. She finds it rewarding to demystify the tax code and help clients understand the factors that impact their tax liability. Whether it’s avoiding year-end surprises or developing a smart long-term strategy, Katie enjoys guiding clients toward more confident financial decisions. She holds a bachelor’s degree in Mathematics and Economics from Columbia University and is a licensed CPA. Before joining Opsahl Dawson (formerly Hauser Jones & Sas), Katie worked in investment banking at Credit Suisse in New York City and later served as a study abroad educator in Beijing, China—experiences that gave her a broad and thoughtful perspective on the work she does today. In her downtime, Katie loves relaxing at the lake, experimenting with new recipes, and curling up with a good book. She's also an enthusiastic DIYer who enjoys learning how to fix gadgets and appliances around the house.
Opsahl Dawson” is the brand name under which Opsahl Dawson & Co, LLP and Opsahl Dawson & Company Advisors, LLC provide professional services. Opsahl Dawson & Co, LLP and Opsahl Dawson & Company Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Opsahl Dawson & Co, LLP is a licensed independent CPA firm that provides attest services to its clients. Opsahl Dawson & Company Advisors, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other nonattest services to its clients. The entities falling under the Opsahl Dawson brand are independently owned and are not liable for the services provided by any other entity providing the services under the Opsahl Dawson Brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Opsahl Dawson & Co, LLP and Opsahl Dawson & Company Advisors, LLC.