We worked with Katy this year for our taxes which were much more complicated than usual. She did an awesome job doing an estimate before tax season so there were no surprises. She ended up...
Katy G Pletter, CPA
(3)
Katy G. Pletter, CPA, is a dedicated tax and accounting professional based in San Francisco, California, with extensive experience in both local and Big Four accounting firms. Since establishing her own practice in 2005, she has specialized in providing tailored tax planning, consulting, and return preparation services for high-net-worth individuals, executives, and business owners.
Katy values responsiveness, trustworthiness, and approachability, making her a reliable partner for clients navigating the complexities of the tax code. Her proactive approach to planning ensures that clients' financial goals and potential tax implications are carefully considered in their decision-making processes.
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Reviews

I would give her a zero if I could... she used to do my partner's taxes for some years. She started out great, but I guess greed can change people since she moved her office to SF. She is not...

I've been working with Katy for 10+ years now and couldn't be happier with her service. She prepares my taxes and helps me with tax planning throughout the year. She also proved to be a valuable...