Katherine Neville CPA
Katherine Neville, CPA
Hello, I am Katherine Neville. My home office is located in Black Mountain, NC. Early on, I found that numbers, finances, and working with people came easily to me so have found my calling as a CPA, helping people navigate their finances. The areas I most enjoy include tax and financial planning, tax preparation, retirement planning, estate planning and elder care services.
I work closely with local attorneys and financial advisors so that our mutual clients are served by a highly qualified team, each of us bringing our own insights and expertise to the situation at hand. Clients appreciate this approach, as they feel we are all working together towards a common goal, their goal, with people they know and trust in the community. This is particularly important as we work to serve the needs of our pre-retirement community and our retired friends and family, and it becomes a necessity as we address the generational shifting of wealth that is becoming more and more common with our aging and “boomer” populations.
I look forward to meeting you to learn about your needs so that together we can develop a plan that best serves your interests.