Experiences

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  President & Owner

  Katy K CPA, LLC

  2024

  Oxford, Florida

  Katy K CPA LLC is a remote full service accounting and tax practice providing specialized expertise to help companies and owners navigate complex regulations and build sustainable, valuable enterprises. I am focused on the Cannabis industry, and working towards more meaningful regulation in the industry.
  
  Strategic Financial Guidance for Lasting Success, Unlock Your Business’s Full Potential with Expert Financial Leadership.
  Katy K CPA LLC is here to help business owners like you gain clarity, confidence, and control over your financial future. Whether you need tax strategies to minimize liability, CFO-level guidance to drive growth, or proactive compliance solutions, I offer a comprehensive approach to financial success.
  
  Why Work With Katy K CPA LLC? As a business owner, you need more than just an accountant—you need a trusted partner who understands your challenges and helps you make informed decisions. I provide:
  ✔ Tax Compliance & Efficiency – Entity structuring, expense tracking, and deduction optimization to keep your business financially strong.
  ✔ Proactive Tax Planning & Audit Defense – Minimizing liabilities, avoiding penalties, and navigating audits with confidence.
  ✔ Financial Leadership & Strategic Growth – Growth planning, cost control, and value-building strategies for long-term success.
  
  My Mission: More Than Just Numbers - At Katy K CPA LLC, I go beyond traditional accounting to offer:
  ✔ Growth-Focused Financial Strategies – Helping businesses scale profitably while maintaining tax efficiency.
  ✔ Peace of Mind – Acting as your financial partner so you can focus on what you do best.
  ✔ A Relationship-Based Approach – Business success is about trust, collaboration, and shared goals.
  
  Let’s Build Something Great Together - Are you growing a business for future generations, preparing for a successful exit, or looking for financial peace of mind? Let’s work together to create a strategy that ensures your business thrives—now and in the future.
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  Director

  The Villages

  2017 - 2024

  The Villages, Florida

  Family Office Manager/Director
  Oversee and manage all aspects of a family office, ensuring financial stability, operational efficiency, and long-term wealth preservation.
  ✔Financial Oversight – Manage budgets, cash flow, and financial reporting. Monitor investments and coordinate with advisors.
  ✔Estate & Wealth Planning – Assists advisors with trusts, estate strategies, and wealth transfer planning. Ensure compliance with tax and legal requirements.
  ✔Operations & Administration – Supervise staff, vendors, and service providers. Assists with Real Estate Management, private business interests, and philanthropic efforts.
  ✔Family & Legacy Management – Advise family members on financial matters, organize family meetings, and support next-generation planning.
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  Tax Manager

  PWC

  2011 - 2017

  Miami-Fort Lauderdale, Florida

  ✔Provided federal and state tax compliance and planning services, including preparing and reviewing individual, gift-tax, trust, partnership, and S-corporation tax returns and schedules for high-net-worth individuals.
  ✔Assisted in the identification, research, and implementation of tax-saving opportunities and strategies.
  ✔Evaluated foreign reporting requirements for U.S. and foreign individuals.
  ✔Assisted clients in dealing with various taxing authorities, prepared responses, and communicated directly with the authorities to resolve various issues.
  ✔Managed multiple engagements, prioritized tasks, delegated work, and met deadlines in a timely manner.
  ✔Worked with various outside CPA firms, law firms, and banking institutions to obtain client information.
  ✔Provided financial education and guidance to individuals on cash and debt management, retirement and investment planning, and estate planning.
  ✔Mentored, developed, and trained team members of the PFS group while collaborating with peers to maintain a positive work environment.
  ✔Managed and maintained trusting relationships with clients directly.
  ✔Researched tax law developments and current events, sharing findings with team members as part of thought leadership initiatives.
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  President & CEO

  Katy K Canna