Kathy has been with The Green Group for 28 years. Kathy is our Office Coordinator and Tax Processor. She is responsible for maintaining the firm’s tax processes including tax return assembly and mailing. Kathy also maintains the professionals’ licenses, CPE requirements and records, assists in the management of the accounts payable, and manages and maintains all office equipment. She also processes and maintains all engagement letters that are sent and received.
Kathy's other roles including proofreading and editing, setting up new client information, monitoring tax return extensions, and assisting the administrative staff when needed.
When Kathy is not in the office, she enjoys spending time with her family.