Get to Know Kate Caramihan, CPA

Tax Preparer | Bookkeeper

Life Juggler

I found a way to balance my demanding accounting career with family life.

Outdoor Explorer

I love hiking, biking, and swimming - they are my way of recharging and keeping life vibrant.

Home Chef

Cooking is my love language. It brings me so much joy to feed my loved ones.

Nature Lover

Nature is my therapy. It is where I go to trade my stress for fresh air.

Culture Advocate

I value recognition, autonomy, and open communication - caring deeply about organizational culture.

Avid Reader

Reading books fills me with joy.

Life Juggler

I found a way to balance my demanding accounting career with family life.

Outdoor Explorer

I love hiking, biking, and swimming - they are my way of recharging and keeping life vibrant.

Home Chef

Cooking is my love language. It brings me so much joy to feed my loved ones.

Nature Lover

Nature is my therapy. It is where I go to trade my stress for fresh air.

Culture Advocate

I value recognition, autonomy, and open communication - caring deeply about organizational culture.

Avid Reader

Reading books fills me with joy.

As a skilled Tax Preparer, I specialize in guiding individuals and businesses through the complexities of tax compliance with accuracy and clarity. With expertise in preparing returns across multiple forms, I ensure every detail is handled with precision while identifying opportunities for optimization.

My approach blends technical proficiency with a client-focused mindset, delivering reliable results and peace of mind during each filing season. By staying proactive with evolving regulations, I help clients remain compliant while maximizing available benefits.

Carl Szasz

Founder | Chief Visionary Officer

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Morgan Galvan

Financial Advisor

Marc Bergeron

Financial Advisor

Ben Foor

Financial Advisor

Cindy Lundberg

Financial Advisor | Marketing Director

Jack Yarosh

Financial Advisor | Investment Committee President

Matt Hart

Financial Advisor

Kim Accurso

Financial Advisor

Riley Manwaring

Financial Advisor

Michelle Kopp, CPA

Financial Coach

Kate Caramihan, CPA

Tax Preparer | Bookkeeper

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Julia Snedden

EOS Integrator | COO

Trish Harbin

Client Experience Manager

Andrea Selboja

Wealth Management Intern 2026

Payton McKay

Wealth Management Intern 2026

Karagin Farley

Tax Intern 2026

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