Cathleen M. Petersen, E.A. is a Saratoga, California tax and financial professional whose firm provides tax services alongside broader financial planning support. Source materials describe a holistic approach to financial goals, with services that include strategic tax planning, tax preparation, and tax audit representation.

The official site states that Petersen is enrolled to practice before the Internal Revenue Service and notes that the firm was founded in 1984. The practice also lists holistic financial planning and wealth and asset management among its service areas, making the profile relevant for clients looking to coordinate tax planning with other financial priorities.