Kate Rooney

Kate Rooney, a Partner at the firm, brings over 20 years of experience in providing tax advisory services. Her expertise lies in assisting high-net-worth and ultra-high-net-worth individuals and their families, ensuring their financial security through effective tax strategies and planning tools. Kate offers a comprehensive range of services, including tax return preparation, quarterly tax compliance, and advising clients on proper accounting and tax treatment for various transactions.

Her diverse client base includes executives, investment managers, attorneys, physicians, hedge fund partners, venture capitalists, private equity professionals, and entrepreneurs. Many of her clients require complex tax reporting and file multiple types of returns across various states. Kate’s knowledge extends to wealth transfer strategies, such as trusts, gifting, charitable giving, and various credits, helping clients minimize tax liability and maximize wealth.

Clients value Kate’s keen attention to detail, tenacity, and thorough understanding of the complex interplay between financial transactions and tax strategies. She is dedicated to understanding her clients’ unique needs and motivations. With her personalized approach, Kate ensures that every tax strategy and return form is backed by thorough data and analysis, providing clients with confidence and peace of mind.

Before joining her current firm, Kate was a Partner at Edelstein, a leading Boston-based CPA firm specializing in comprehensive accounting, tax, and advisory services across multiple industries, including healthcare, financial services, and real estate. Her career began at a Big 4 accounting firm, where she gained extensive experience working with large partnerships, consolidated corporations, high-tech startups, individuals, and trusts.