Katherine Wells came to tax from a direction most advisors didn’t. She graduated summa cum laude in Business Economics from Miami University, then spent four and a half years in the tax department at Bank of New York Mellon working across domestic and international compliance at institutional scale.
That precision and range is exactly what Capital Tax clients benefit from. At a firm built around proactive planning and complex financial situations, Katherine’s ability to navigate jurisdictional complexity and technical depth is an asset her clients feel in every engagement.
She is an Enrolled Agent, federally licensed to represent clients before the IRS – a credential that reflects the same commitment to going further than the standard preparer would.
Katherine lives in Pittsburg with her dog and two cats.
