PREMIUM TAX SOURCE

Please take a moment and read more about the certification, education, credentials, and experience about the owner. 

About the Owner

Kathleen Roe, CPA

Graduated from California Polytechnic State University, San Luis Obispo, CA in 1999, where she received a BS with a concentration in Accounting and Finance. In 2013, she received a Masters in Taxation at Golden Gate University, San Francisco, CA.  

Upon her graduation from California Polytechnic State University, she began her career working at PricewaterhouseCoopers, in San Jose, CA, in the audit department. After a couple of years she joined a regional accounting firm, Seiler & Co., in Redwood City, CA, and specialized in tax preparation for high-net worth individuals and closely held businesses and strategic tax planning.

Kathleen is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.  She is also a Quickbooks Proadvisor.