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Professional Contact

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Kate Trundle

CPA

Senior Manager

Professional Overview

Kate focuses primarily on providing strategic tax advisory and compliance services to high-net-worth individuals and family groups. With more than five years of experience in public accounting, she assists customers with individual, trust, estate and gift tax planning and reporting as well as complex issues surrounding estate administration and estate planning. Kate seeks to provide the highest level of quality service to her customers by providing them with tailor-made, tax-efficient solutions for purposes of transitioning wealth and accomplishing individualized goals.

Kate also serves customers in the not-for-profit sector, assisting with annual filings and maintenance of tax-exempt status. Her involvement on a number of community boards and committees proves valuable to her ability to serve and advise her not-for profit customers.

Education, Credentials and Special Training

  • Certified Public Accountant
  • B.S., Accounting, summa cum laude, University of Tennessee at Chattanooga

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Tennessee Society of Certified Public Accountants
  • Estate Planning Council of Chattanooga

Civic and Community Activities

  • Board Member, Northside Neighborhood House
  • Treasurer, Estate Planning Council of Chattanooga
  • PULSE Party Committee, American Heart Association
  • Chattanooga Tax Practitioners

Services

Personal Financial Services

Tax Preparation and Consultant Services

Industries

Not-for-Profit