Katherine “Katy” Kretzschmar, CPA · Licensed in Florida
Your numbers, figured for you.
Tax strategy, compliance and CFO-level guidance for individuals, business owners and non-profits, from a Florida CPA with 16 years in tax strategy, financial planning and support. Clarity, confidence and control over your financial future.
A remote practice, so you can work with Katy from wherever you are.
Licensed, educated & a member of
How I help
More than just numbers. Four promises, printed in register.
You deserve more than someone who just files your taxes. Every client gets the same four commitments, the way a crate label only reads clearly once every color lines up.
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No. 01 Strategy
Simplify your taxes and build a smart strategy
More than a prepared return: a personalized tax strategy, a clear read on your compensation, and how retirement planning fits the bigger picture.
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No. 02 Clarity
Empower you with financial clarity
Step by step from where you are now to where you want to be, with the tools and confidence to make informed financial decisions.
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No. 03 Protection
Keep you compliant and protected
Your tax returns, payroll, sales tax and other federal and state requirements reviewed so you stay compliant, and ready in case of an audit.
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No. 04 Growth
Lead you toward long-term growth
Strategic planning, smart cost control and clear steps to build long-term value as your business grows.
Want to see where your own numbers are out of register?
Book a 30-minute callServices
Full-service tax, accounting and fractional CFO support.
One CPA who sees the whole picture: your return, your business, your payroll and household staff, your estate team and your giving. Nine services, coordinated in one place.
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Individuals · Businesses · Non-profits
Federal & state tax compliance and planning
Federal and state returns prepared and planned for individuals, businesses and non-profit organizations.
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Businesses
Bookkeeping support, sales tax and payroll compliance
Bookkeeping support with sales tax and payroll compliance kept current.
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Families
Household employee tax compliance
Tax compliance for families who employ household staff.
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Individuals · Owners
Retirement planning
Retirement planning tied to your tax picture.
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Businesses · Non-profits
Business & non-profit consulting
Consulting in efficiency improvements, technology selection and tax strategy for businesses and non-profits.
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Families
Estate tax compliance & planning coordination
Estate tax compliance and planning, coordinated with your team: attorneys, investment advisors and family members.
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Privately owned companies
Family business education, consulting & trustee services
Family business education and consulting for privately owned companies, plus trustee services.
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Individuals · Families
Charitable planning and coordination
Charitable planning and coordination so your giving fits your tax plan.
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Individuals · Families
Lifestyle management and coordination
Lifestyle management and coordination for clients who want the financial details handled.
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Not sure which you need?
Most clients need two or three of these working together.
Tell Katy what is going on and she will map the right mix on a 30-minute call.
Katy Kretzschmar, CPAPresident & Owner
About Katy
Big Four training. Family-office care. Now working for you.
Katherine “Katy” Kretzschmar is a native Floridian and a licensed CPA in the State of Florida with 16 years of experience in tax strategy, financial planning and support. She has worked with individuals, business owners and executives across all walks of life and industries, and she built Katy K CPA so that depth is available to you directly.
“I launched Katy K CPA, bringing together everything I’d learned from my Big Four training, international experience, and family office work to serve my own clients.”
Katy Kretzschmar, CPA
- University of FloridaBachelor’s in Accounting, then graduate degrees in Accounting and International Business, with a semester in the Netherlands.
- PwC, MiamiPrivate Financial Services: high-net-worth individuals and privately held companies, including time working in London.
- 2012Earned her CPA license. Licensed to practice in the State of Florida.
- 2017Recruited to a family office in North-Central Florida, wearing every hat from tax to planning for one family’s enterprise.
- 2024Launched Katy K CPA to bring Big Four training and family-office care to her own clients.
Where Katy goes deep
- High-net-worth individual tax and estate planning
- Foreign tax compliance
- Tax abatement
- Health care practices
- Real estate and title businesses
- Hospitality and rental property management
- Non-profit entities
- Professional services
A second look
Not sure last year’s return was figured right?
Reviewing returns, payroll and sales tax is how Katy keeps clients compliant and ready in case of an audit. Start with a conversation. Nothing to upload, no documents to send before you talk.
Book 30 minutes
Pick a time on Katy’s calendar, or call to set one up.
Talk through last year
Walk Katy through last year’s return, payroll or sales tax filings, and what changed this year.
Leave with a plan
Hear what looks right, what could be tighter, and whether Katy K CPA is the right fit.
“Accounting is the language of business.”
Warren Buffett
Pricing
Priced to your situation, not a menu.
Pricing varies based on the complexity of your situation and the time needed. A short call to review your specific needs and goals comes first; it is also how you and Katy confirm you are the right fit for each other.
- Your needs and goals reviewed before any engagement
- Scope set by complexity, so you pay for the work you actually need
- One CPA coordinating with your attorneys, investment advisors and family
Keep Katy handy
Three easy ways to stay in touch.
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Contact card
Save Katy’s vCard
Add Katy’s phone, email and practice details to your contacts in one tap.
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Calendar
Pick a 30-minute slot
See Katy’s open times and choose the one that suits you. No phone tag.
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LinkedIn
Follow Katy’s work
Connect with Katy and Katy K CPA PLLC for updates from the practice.
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Ready now?
Talk with Katy this week.
A 30-minute call to review your needs and goals.
Questions
Straight answers before you call.
What does Katy K CPA do?
Katy K CPA PLLC is a remote, full-service fractional CFO, accounting and tax practice. Services include federal and state tax compliance and planning for individuals, businesses and non-profits; bookkeeping support with sales tax and payroll compliance; household employee tax compliance; retirement planning; business and non-profit consulting; estate tax compliance and planning coordination; family business consulting and trustee services; charitable planning; and lifestyle management and coordination.
Is Katy a licensed CPA?
Yes. Katherine “Katy” Kretzschmar is a licensed CPA in the State of Florida and a member of the AICPA and the Florida Institute of CPAs. She holds a Bachelor’s and Master’s in Accounting and a Master’s in International Business from the University of Florida, and has 16 years of experience in tax strategy, financial planning and support.
Do I need to come to an office?
No. Katy K CPA is a remote practice. Book a 30-minute call online or call 352-808-2581 to get started.
How much does it cost?
Pricing varies with the complexity of your situation and the time needed. Call or book a time to review your specific needs and goals; that conversation also confirms whether Katy K CPA is the right fit for you.
Who does Katy work with?
Individuals, families and business owners, plus non-profit organizations. Areas of expertise include high-net-worth individual tax and estate planning, foreign tax compliance, tax abatement, health care practices, real estate and title businesses, hospitality and rental property management, non-profit entities and professional services.
Can Katy take a second look at a return someone else prepared?
Yes. Reviewing tax returns, payroll and sales tax filings is part of keeping clients compliant and protected. Book a 30-minute call to talk through last year’s return and what you want from the next one.
Talk with Katy
Let’s get your numbers figured.
Book a 30-minute call online, or call Katy directly. Tell her where things stand, from a return to a growing business to an estate plan that needs a CPA at the table, and she will tell you how she can help.
“Life is like accounting, everything must be balanced.” Anonymous
- Phone
- 352-808-2581
- katy@katykcpa.com
- Book online
- 30-minute call on Calendly
- Practice
- Remote CPA practice · Oxford, Florida