Talk with Kate, CPA.

Need help with tax planning or trust and estate accounting? Start with a conversation about your situation, deadlines and the support you need.

Choose a time for a 30-minute consultation with Kate or call (530) 222-8996. You can book directly without completing the inquiry form.

Prefer the form? For a personal, trust or estate inquiry, enter “Individual,” “Trust” or “Estate” in Company name and select Other for trust and estate support. Please wait for secure sharing instructions before sending sensitive documents.

Explore our tax and accounting support for trusts, estates and fiduciaries.