
Kathy has been with The Green Group for 28 years. She is the firm’s Office Coordinator and Tax Processor, responsible for maintaining tax processes, including tax return assembly and mailing. Kathy also manages professionals’ licenses and CPE records, assists with accounts payable, oversees office equipment, and handles the processing and maintenance of all engagement letters.
Her other responsibilities include proofreading and editing, setting up new client information, monitoring tax return extensions, and assisting the administrative staff as needed.
Outside of the office, Kathy enjoys spending time with her family.