Katherine Thomas, CPA
Katherine Thomas, CPA
Senior Tax Manager
Katherine Thomas, CPA, joined EagleStone Tax & Wealth Advisors in 2022 as Senior Tax Manager. Kathy manages client relationships, reviewing tax returns and providing guidance with business and individual tax planning needs. She also helps in training and development of junior staff.
Kathy received a Bachelor of Science degree in accounting from the University of Maryland University College and is a Certified Public Accountant. She worked for two accounting firms located in the DC Metro area prior to joining EagleStone. She is an active member of AICPA (American Institute of Certified Public Accountants); MACPA (Maryland Association of Certified Public Accountants;, MSATP (The Maryland Society of Accounting and Tax Professionals);, and the CPA Leadership Institute.
Kathy was born in Lima, Peru, and currently resides in Montgomery Village, Maryland. While in school, she participated in swimming, track and field, theater, and dance/choreography clubs.
A lifelong learner, she has an interest in studying the area of leadership and staff development with a focus on employee engagement and satisfaction.
In her free time, she enjoys Zumba, spending time with her family and her two dogs. She is a dog lover and a fundraiser for animal shelters in the US and Peru. A frequent traveler to South America, Kathy loves to travel—especially to places near the ocean with the opportunity to try to new foods.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.