Overview
With more than three decades of experience in individual tax planning and compliance, Kim brings deep knowledge and a genuine commitment to every client relationship. She specializes in serving high-net-worth individuals, guiding them through complex tax situations with strategic clarity and care. Kim’s approach centers on proactive planning and close collaboration, helping clients feel confident in their financial decisions.
Experience
Kim spent 35 years serving clients at a regional CPA firm before joining Aprio in 2019, building a strong foundation in individual tax planning, compliance, and strategic tax counsel. She became a partner in 2023, a reflection of her dedication and the trust she has earned from clients and colleagues alike. Kim applies her skills in tax preparation, high-net-worth client advising, and collaborative planning to help clients make informed decisions that support their long-term financial goals.
Education & Affiliations
Kim holds a bachelor’s degree from Westfield State University. She is an Enrolled Agent (EA), a credential granted by the IRS that reflects her knowledge in tax matters and her commitment to ongoing professional development.