Profile
KATY G PLETTER
ListedSan Francisco CPA for Tax Preparation and Planning
About
About
Katy G. Pletter, CPA provides tax and accounting services for clients in San Francisco, CA. Her practice works with individuals, closely held C and S corporations, LLCs, partnerships, estates, and trusts on tax preparation, planning, and related accounting issues.
The practice’s listed services include individual and business tax planning, quarterly and year-end tax planning, gift tax, stock option planning and analysis, tax-deferred exchanges, and…
Katy G. Pletter, CPA provides tax and accounting services for clients in San Francisco, CA. Her practice works with individuals, closely held C and S corporations, LLCs, partnerships, estates, and trusts on tax preparation, planning, and related accounting issues.
The practice’s listed services include individual and business tax planning, quarterly and year-end tax planning, gift tax, stock option planning and analysis, tax-deferred exchanges, and cash flow analysis. Source material notes Katy has worked in CPA firm settings since 1999, gained experience with local and Big Four accounting firms, established her own practice in 2005, and completed a Master of Science in Taxation at Golden Gate University in 2006.
Her public materials emphasize proactive planning, clear communication, attention to detail, and working with clients around upcoming financial decisions that may affect tax outcomes.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Tax focus
Tax focus
Service areas
Service areas
San Francisco, CA
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