Kathleen Robart, CPA, brings 14 years of experience in tax compliance and consulting to her role at LGA. She specializes in serving individuals, partnerships, and S corporations, with extensive experience in small businesses, real estate, and dental practices. Before joining LGA through its merger with Comolli & Company, Kathleen was a Tax Manager at PwC in Boston.

Why Work with Kathleen?

Kathleen’s ability to see the big picture for small businesses and individuals sets her apart. This enables her to craft comprehensive strategies tailored to each client’s unique situation. She takes time to evaluate both sides of the equation, business and personal, helping them understand how planning decisions in one area will impact the other, ultimately minimizing their tax liabilities. Her clients trust her not only as a financial advisor but also as a confidant who handles their personal details with care and discretion.

Kathleen is dedicated to building deep relationships and maintaining open lines of communication year-round. She proactively follows up during quieter months like June and July to identify areas where she can provide additional support.

Committed to staying ahead in a dynamic tax landscape, Kathleen participates in continuous professional education and subscribes to industry-leading resources. She shares her insights through timely client communications, ensuring they benefit from the latest strategies and compliance updates.