I’m the Side Chick!

Hello chickies! I’m Kate, Steph’s wing woman. I’m a mother of two busy children, Brodie (13) and Shelby (11). My kids are in hockey, swim, Irish step dancing and Girl Scouts. We are huge animal lovers. We have a hyper pitbull named Sailor and two cats named McLovin and Felix.

Steph and I are best friends and we love the bond that our children have together! You will see that many of our Facebook and Instagram posts have them working. I am the corny comic relief in the office. You will hear me dropping one liners and “dad” jokes.

My first love was math as a child; it just came easy to me. I even majored in math in college until the business bug bit me. I was a manager for Toys R Us for 16 years. I never grew up – I am only 5 feet tall! I went back to college later in life and have a bachelor’s degree in Business Management with a concentration in Marketing from Westfield State University.

My experience in money management, budgeting, human resources and marketing made me the perfect addition to My Tax Chick. I am the peanut butter to her jelly; I often finish her sentences or know what she is thinking by her expression.

When I am not a tax chick or a mom taxi, I enjoy cooking creative meals, binge watching Netflix and exercising. My current workout streak is 517 days straight! I love hiking, paddleboarding, yoga, barre, weight lifting and pushing my body to new limits.

When you email, call or message, you will most likely hear from me. I am quickly learning the accounting world but wear the many hats to support Steph and make My Tax Chick grow. Keep your eyes and ears out for all of the new egg drops from the tax chicks!

Make My Tax Chick Your Tax Chick!

Hi! I’m Steph and I want to be Your Tax Chick! I am a mom, wife, accountant and I live with MS.

Let’s start with my family. I grew up with 4 sisters. It was loud, crazy and filled with mood swings and hormones. I married my high school sweetheart, Keith, and we have now been together for 21 years. We have 2 children that keep us on our toes. Our lives have been filled with busy sports schedules: baseball, golf, wrestling, gymnastics, snowboarding, swimming, diving and girl scouts. I am also a Girl Scout troop leader. When cookie season starts, hit me up for your fix!

Money management is my passion. I love helping people create budgets, teach them how to cut expenses and make sound investments. I am an enrolled agent with the IRS and have been preparing taxes since 2004. I specialize in helping small businesses. I can set up your business with the SEC and IRS. I also offer budgeting, expense management, payroll, bill pay and tax filing. I work from my home office, which allows flexibility in my busy schedule.

I love to learn and am constantly researching, listening to podcasts and reading. I have a bachelor’s degree in Accounting from WNEU as well as 5 associate’s degrees in Business Administration, Management, Marketing, Finance & Entrepreneurship.

In 2004, the same year I became an enrolled agent, I was diagnosed with Multiple Sclerosis. Living with MS has many ups and downs. Twice a year I have chemo treatments that have been a game changer! I added my best friend, Kate, to the team as my side chick. She is here to respond to emails, calls, marketing, Quickbooks, FBI researching and to crack jokes. We often finish each other’s sentences and quote the same song.

I am accepting new clients and offer a free 30 minute consultation over Zoom. I would love to get to know you and help you with your finances! Book a consultation here: https://mytaxchick.youcanbook.me