凯特林罗宾逊

Topics or areas of expertise that Kaitlyn can talk about (even in her sleep):

• Not-for-profit taxation
• 学习 & development for tax professionals
• 合作基础
• QBI聚合
• Tangible property regulations

How we know she knows what she's doing:

• Graduating Summa Cum Laude, Kaitlyn earned her B.A. 会计 from the University of Mount Union.
• She received the Hubert R. Pinney Award for Highest GPA in the Business Department.
• She also earned her Master's of Professional Practice in 会计 (MPPA) from Ohio Northern University.
• Received Financial Executives International Graduate Student Award.
• 在加入意图之前, Kaitlyn worked as a manager for HBK CPAs and Consultants, a senior tax manager at Haynie & Company, and as an adjunct accounting professor at the University of Mount Union.
• Kaitlyn has been in the accounting industry for 10 years

Furthering her professional development, Kaitlyn is involved with:

会计师协会

OSCPA

Canton Chamber of Commerce: 2019 Stark County Twenty Under 40 recipient

When she's not in the office, you can find her:

• Spending time with her husband and kids
• 看足球
• Leading worship at NewPointe Community Church
• Singing at weddings, funerals, holiday parties, etc.

How Kailtlyn has helped clients meet their business needs:

A new client was referred to me that had multiple Airbnb rental properties. After a discussion with the client, I was able to determine that the rentals satisfied the substantial services requirement. 另外, the taxpayer had large improvements to one of their Airbnb properties in the prior year that qualified for bonus depreciation. Their prior accountant, however, improperly showed the rentals on SCH E vs. SCH C, which disallowed the taxpayer to utilize the loss generated by the bonus depreciation. I suggested to the new client that we amend the prior year return to correct the classification of the rental income. This provided a substantial refund for the taxpayer. This was a very exciting opportunity as the client had no inkling that something had been done incorrectly by their previous CPA and, 像这样, the refund was a welcomed surprise.

I had the opportunity to work with a not-for-profit organization that was concerned about their nonprofit status as their CPA, 当时, indicated that they were a private foundation on a draft copy of their current year tax return. After meeting with the client, and learning about the origin of their revenues and the general nature of the organization, I determined that they qualified as a public charity under the Facts and Circumstances Public Support test. I was able to build a great relationship with a new client and save this wonderful organization from a very undesirable situation!

Kaitlyn is involved in her community:

• Rotary Club of Alliance, OH (Past Member, President, Rotarian of the Year)
• NewPointe Community Church Canton - Worship Team

心灵深处...

What does “A Brighter Way” mean to you? There are multiple dictionary definitions for the word bright. 一个定义, that should inherently apply to us as professionals, is to be highly intelligent in all we do, providing exceptional service to our clients and to our internal team. Another definition, which I believe is almost equally as important, is to give out light. Through our interactions with clients, 我们各自的团队, and the community we can be a positive, 有爱心的, and compassionate source of light.

What line of 真实之路 describes you the best? Be a person of influence.

Describe your work style. Collaborative, Innovative, Reliable

What’s your favorite aspect of your job? Being able to use my tax knowledge and experience to provide the best possible resources for our team to not just exist, 但要蓬勃发展.

只是为了好玩:

What did 10-year-old you want to be when you grew up? 数学老师

What profession would you choose if you didn’t go into accounting? 歌手、演员. I have been involved in the performing arts, semi-professionally, for the past 20 years.

What is one trait you possess that you inherited from your mother or father? Working hard and giving without expectation