Katherine Livingston

As Co-Head of Family Office Tax Services and Senior Tax Accountant for RWA Tax Solutions, Katherine (Katie) Livingston is responsible for the preparation and timely filing of federal and state individual and fiduciary income tax returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client.  In addition, Katie also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs complex calculations of various tax scenarios to assist and work with both clients and their fiduciaries with strategic tax planning.

Katie joined RWA Tax Solutions in 2023, having spent more than four years with Ropes & Gray LLP, most recently as Senior Income Tax Accountant.  She began her career in public accounting, working in the Private Client Service group of BDO, USA LLP where she prepared complex 1040s for high net worth individual clients.

Katie is a graduate of Emmanuel College with BS in Accounting. She is an Enrolled Agentl and is able to represent clients before the Internal Revenue Service.  Katie resides in Walpole and enjoys reading in her spare time.

¹ An Enrolled Agent has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled Agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.