Katie Schaffer

Katie Schaffer is a Managing Director in our Colorado Springs office. She focuses on all aspects of taxation and retirement plan design, setup and administration. Katie also sits on various non-profit organization boards in Colorado Springs. She is currently serving on the boards of Ronald McDonald House Charities of Southern Colorado and the Pikes Peak Brass Band.

• B.S. in Health Care Administration with a Minor in Music, Methodist University
• Accountingand Taxation, University of Colorado at Colorado Springs

• Colorado Society of Certified Public Accountants
• American Institute of Certified Public Accountants

• Tax Services
• Estate Planning & Wealth Transfer
• Tax Diligence
• Tax Planning & Consulting