Katie J. Taylor, CPA

Professional Experience

Katie is a Colorado native, originally from Longmont, CO. She joined DWC CPAs and Advisors in June of 2016. Since then, she has attained considerable expertise in various income tax matters and advisory for small businesses and real estate ventures. Family and planning for the future are important to Katie. She has a strong ability to connect with families and high net-worth individuals to help manage their financial landscape, plan for their future and leave a lasting legacy.

When not in the office, Katie enjoys time with her husband and daughter. She’s an avid reader and loves to bake and cook. She notes that she would have gone to pastry school if she hadn’t chosen business and accounting instead.

Education

• Bachelor degrees in accounting and business administration with an emphasis in resort management, cum laude, Western Colorado University

Professional Associations & Community Organizations

• Certified Public Accountant – Colorado
• American Institute of CPAs – Member
• Colorado Society of CPAs – Member