Principal
Katie Mellon
CPA
Katie provides outsourced accounting and advisory services to professional service firms, startups, and healthcare organizations looking to strengthen financial operations and support long-term growth. She works closely with clients to improve financial visibility and build more efficient accounting processes that support day-to-day decision-making. Her experience also includes tax planning and compliance services that help clients address evolving financial needs.
Education
Canisius University, Bachelor of Science, Marketing and Business Management
Empire State College, Bachelor of Science, Accounting
Community
Joan A Male Foundation President, Treasurer
Family Help Center, former Treasurer
Eggert Road PTO, former Treasurer
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Ask Me About
My goal to visit every national park in the United States
Latest Insight
What Individuals and Commercial Businesses Need to Know About New York’s 2026-2027 Budget
New York enacted its $268 billion fiscal year 2027 budget on May 28, 2026, bringing sweeping changes to corporate tax, depreciation treatment, pass-through entity elections, real estate, and individual income tax. Here’s what individuals and business owners need to know. Corporate Tax Rates Extended Through 2030 The FY 2027 budget does not increase income or […]