Katy’s services are focused on Federal and state taxation, including significant IRS and state audit experience. She has practiced at large multi-national corporations and Big 4 public accounting firms for more than 10 years, providing her with extensive, hands-on experience and an excellent understanding of a corporate tax department’s processes and procedures. Specifically, Katy has the following experience:
- Federal, International and State Tax Compliance: These projects included preparation of corporate, partnership and state income tax returns and the implementation of Federal and state tax return processes.
- Tax Provision Preparation: This activity included provision rate analysis, monthly provision booking, income tax footnote preparation for the annual report and the supervision of income tax account reconciliations.
- Management of Federal and State Audits: This activity included coordinating with the IRS, planning the audit, negotiating settlements of audit issues and preparing formal communications for the IRS. In addition, Katy handled state audits, amended returns and anticipated any potential FIN 48 or FAS 5 contingencies.
- International Taxation: Katy has assisted with the foreign subsidiary US reporting including E&P, Subpart F, 956 calculations, and preparation of forms 5471 and 8858.
- Mergers & Acquisitions: During her time in industry, Katy worked with the M&A team on projects related to acquisition companies, including preparing pre-acquisition returns and other integration processes.
- Project Management Services: Katy has been involved in a number of projects, which demonstrate her project management skills and her ability to work within a corporate tax environment. These projects include supervising tax staff, working on significant tax issues and managing external tax preparers.
In the past few months, Katy has principally performed consulting services for Wendy’s. Prior to joining Steele Consulting LLC, Katy worked at Arthur Anderson LLP, Deloitte & Touche LLP, SunTrust Bank and Cisco Systems, Inc.
We would be pleased for you to contact Katy’s references directly, including:
- Robin Cubbage
- Robert Clarke
- Chan Voiles
Katy is a graduate of the Georgia State University.