Meet Kat, a seasoned Enrolled Agent and accomplished tax preparer, with a unique blend of expertise in both real estate and the technology industry. Boasting a dynamic background, Kat excels in tax preparation, demonstrating unparalleled skill in navigating the intricacies of technology sector stock plans and the complexities of real estate.

During her decade in high tech, Kat transitioned from network engineering to senior management overseeing a substantial professional services division. Following the dot-com crash, she seamlessly shifted into finance within the real estate sector. During this time, Kat not only excelled as a mortgage professional, but also founded a corporation and non-profit dedicated to affordable housing.

Since March 2011, Whitney & Associates has been privileged to serve the Campbell community. Community engagement and social impact are deeply ingrained values for Kat, as evidenced by her participation in the Downtown Campbell Business Association, and the Campbell Community Center. Kat actively volunteers and sponsors local events, solidifying her devotion to community well-being. Whitney & Associates also takes pride in being a sponsor of the Campbell Park exercise area, further demonstrating our dedication to the local community. Kat’s commitment extends to her role as Treasurer for CSR Cares, a non-profit organization dedicated to aiding local children.

Kat maintains an active real estate license with the California Department of Real Estate, and holds a Bachelor of Science degree in Finance from the California State University system. Additionally, she is a licensed Enrolled Agent with the IRS. She is featured on the IRS website as an authorized electronic filing provider, and is listed in the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications.

Whether you’re a real estate investor, a tech professional, or someone navigating the complex world of taxes, Kat is your trusted ally. Her holistic approach, merging insights from real estate, tech, and taxation, sets her apart as a tax preparer, who not only saves money, but also empowers her clients with financial wisdom.

Discover the difference a decade in real estate, a decade in tech, and unwavering expertise as an Enrolled Agent can make. Partner with Kat for a tax experience that goes beyond numbers – a personalized journey towards financial prosperity.