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
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]