Kate Woodbury

Tax Manager

Kate Woodbury, CRTP, is a skilled tax manager with over five years in the tax field, known for her approachable and client-focused style. Kate earned her Bachelor’s in Accounting from Dixie State University and is actively working toward her CPA license.

What sets Kate apart is her skill in building strong, trusting relationships. She goes beyond the numbers, focusing on understanding each client’s unique financial landscape and simplifying complex tax concepts in a way that resonates with them.

Outside of the office, Kate enjoys riding her motorcycle, baking, and spending time with her dog. These hobbies keep her refreshed and motivated, and she brings that same enthusiasm into her work, supporting clients as they navigate their unique financial journeys.