About Us

Our mission is to provide trusted and exceptional service to assist with tax preparation and planning. 

 

We work closely with individuals, families and small businesses to provide the best possible outcome for your tax and financial situation.

 

Our personalized financial guidance entails tax preparation, planning and representation.

 

Kate Charton has worked in the tax & finance industry since 2012, working closely with trusted Financial Advisors to provide personalized retirement and financial services.  In 2020, Kate earned the privilege of representing taxpayers before the Internal Revenue Service as a federally authorized tax practitioner empowered by the U.S. Department of the Treasury.

 

Kate resides in Niskayuna, NY with her husband, two young girls, dog and two cats.  In her time off Kate can be found traveling, volunteering at her kids elementary school as PTO Treasurer and supporting her kids on the athletic fields. 

Her hobbies include gardening, cooking and spending time with friends and family.