Catherine is a director with Baker Tilly’s New York regional not-for-profit services practice. With nearly 20 years of public accounting experience, Catherine provides consulting and compliance services for not-for-profit organizations and private foundations. She also serves as the New York Metro Market leader of Baker Tilly’s growth and retention of women (GROW) network.
Catherine works closely with many types of exempt organizations such as social service agencies, foundations, educational institutions, membership, religious organizations, affordable housing organizations, developmental disabilities, senior living and many other types of tax-exempt organizations.
- Oversees and manages tax preparation process
- Advises clients on federal and state questions/tax issues
- State Charitable Registrations
- Provides tax consulting services
- Prepares tax exempt determination applications and retroactive reinstatements
- Frequent speaker on various tax-exempt topics
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Provides continuing professional education to clients and internal staff on various tax-related matters, lecturer
- Girl Scout Leader and Service Unit Coordinator