Home / Professionals / Katie Cross

Katie Cross has spent her career providing expert personal wealth planning guidance to clients to support their needs with individual taxes, estates and trusts. Her skilled advisory services have generated significant loyalty and confidence with all of her clients — and she has a loyal list of clients who have stayed with her across multiple decades.

Certifications & Licensure

IRS Enrolled Agent

Professional Affiliations

Greater Lansing Estate Planning Council, Member and Past Treasurer

Education

BS, Accounting, Davenport University

Featured Articles

Article

2 Min Read

Business continuity plans can get you through a crisis

Article

2 Min Read

You may now be eligible to claim the Employee Retention Tax Credit

Article

2 Min Read

Covid-relief provisions for NFPs explained from the CAA

Article

2 Min Read

Learn about the revised higher education tax benefits

Article

2 Min Read

The Consolidated Appropriations Act brings Covid-19 relief to individuals

Article

2 Min Read

Consolidated Appropriations Act: How can your business benefit?

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