Roberta Katz

Roberta Katz is a Tax Manager at CLA, LLP, based in Colorado, where they split their time between the Greenwood Village office and Colorado Springs. With over 20 years of experience in tax consulting, accounting, and tax preparation, Roberta provides proactive tax strategies while simplifying complex IRS and state requirements for clients. They operated their own firm from 2006 to 2018, serving over 75 small to medium businesses across various industries. Roberta has held various professional roles, including Tax Senior at WCG Inc. and Para-professional at Lori N. Katz CPA, P.C. Currently, they are pursuing a degree in Accounting and Finance at Purdue University Global.