Accounting is the language of business.
- Warren Buffet
Your Numbers, Figured for You
If you are looking for financial guidance, tax efficiency and growth, then you are looking for a CPA.At Katy K CPA PLLC, we help individuals and business owners gain clarity, confidence, and control over their financial future. Whether you’re looking to minimize your taxes or simply understand your financial situation and improve your financial wellbeing, we offer support tailored to YOUR goals.Whether you're building a legacy business, planning an exit, or looking for financial peace of mind, we are here to help YOU create a strategy — now and into the future.
The hardest thing in the world to understand is the income tax.
- Albert Einstein
Our Mission: More Than Just Numbers
We go beyond the books. Our mission is to build lasting relationships rooted in trust and integrity, providing the peace of mind that comes from knowing you're not alone. Through a strong foundation of compliance, a growth-focused mindset, and clear strategies tailored to get YOU there, we empower individuals and small businesses to thrive — financially, professionally, and personally.
A fine is a tax for doing something wrong. A tax is a fine for doing something right.
- Anonymous
Services Offered
- Federal and State Tax Compliance and Planning for Individuals, Businesses and Non-Profits
- Bookkeeping, Sales Tax and Payroll Compliance for Businesses and Non-Profits
- Household Employee Tax Compliance for Individuals
- Retirement Planning for Individuals and Businesses
- Business and Non-Profit Consulting in Efficiency Improvement, Technology Selection, and Tax Strategy
- Estate Tax Compliance and Planning Coordination with your Team - Attorneys, Investment Advisors, and Family Members
- Family Business Consulting for Privately Owned CompaniesYou deserve more than someone who just files your taxes — you need a proactive advisor who truly understands your goals and challenges. Here’s how we can help:Simplify Your Taxes and Build a Smart Strategy
We don’t just prepare your tax return — we develop a personalized tax strategy, help you understand your compensation, and show you how retirement planning fits into the bigger picture.Empower You with Financial Clarity
We guide you step-by-step from where you are now to where you want to be, giving you the tools and confidence to make informed financial decisions.Keep You Compliant and Protected
For our clients, we review your tax returns, payroll, sales tax, and other federal and state requirements to ensure you stay compliant — and ready in case of an audit.Lead You Toward Long-Term Growth
We help you scale your business with strategic planning, smart cost control, and clear steps to build long-term value.
In this world nothing can be said to be certain, except death and taxes.
- Benjamin Franklin
Pricing
Pricing varies based on complexity and time needed to reach your objectives. We urge you to book a free discovery call to ensure we can help you and we are the right fit. It is an important part of the process.
To understand accounting is to read the financial story written in numbers.
- Sarah Brown
Expertise
Katy K CPA leads the team with 15 years of experience in tax strategy, financial planning and support. We've worked with individuals, business owners, and executives across all walks of life and industries.Our main focus is high-net worth individuals, foreign tax compliance, tax abatement, health care practices, real estate and title businesses, hospitality and rental property management, non-profit entities, and professional services.
Accounting is not just about counting beans; it's about making every bean count.
- William Reed
Education & Credentials
Katy K CPA holds a Bachelor’s & Master’s degree in Accounting from the University of Florida, and a Master's in International Business from University of FloridaKaty K is a licensed CPA in the State of Florida and a Member of the AICPA & Florida Institute of CPAs.
Life is like accounting, everything must be balanced.
- Anonymous
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