Strategic financial solutions for businesses, fostering growth and compliance:
Personalized tax strategies for high-net-worth individuals:
Skilled attestation and compliance for employee benefit plans:
Comprehensive trusts planning and reporting:
Tailored financial services to nonprofit missions:
Kathleen has been with BHCB since 1994, focusing on business and individual tax preparation, planning, compliance, and research. She often deals with businesses with complex tax and multistate filings and enjoys providing accounting assistance to clients throughout the year. Kathleen is dedicated to being a leader and mentor to the firm’s team members. Her client base includes manufacturers, service companies, and medical and legal practices. She currently leads the firm’s state and local income tax group. Kathleen is a member of the AICPA and the CTCPA and graduated from Southern Connecticut State University. She volunteers for the New Haven Chapter of the Alzheimer’s Association and a local nonprofit arts foundation. Kathleen enjoys spending time with her family and friends, traveling, listening to music, and cheering on her favorite sports teams, especially UConn basketball.
If you like what you’ve seen so far, we’d love to hear from you! Reach out to us today and discover how we can work together to achieve your financial goals. Our team is excited to connect with you and provide the exceptional service and expertise that sets BHCB apart.
234 Church Street New Haven, CT 06510
Phone: 203-787-6527
Fax: 203-776-8745
1 Post road Fairfield, CT 06824
Phone: 203-333-2228
Fax: 203-333-3520