Katie Fortwengler

Shareholder

Background & Experience

Katie Fortwengler, a shareholder at KatzAbosch, joined the Firm in 2012 and has been working in public accounting for over 20 years. In her role, Katie not only navigates the complex landscape of small-business taxation but also excels at providing strategic guidance to government contractors, helping them maximize benefits and remain compliant with ever-evolving tax regulations. Her in-depth understanding of the challenges small businesses face enables her to offer tailored solutions aligned with their unique financial goals.

Beyond her specialization in tax consulting, Katie brings a wealth of knowledge to employee benefit plan audits and consulting. Her proficiency extends to leading KatzAbosch’s dedicated 401k team, where she plays a pivotal role in helping businesses establish and manage retirement plans efficiently.

Education

  • Rider University, Masters of Business Administration
  • Salisbury University, Bachelor of Science, Business Administration with a Concentration in Accounting

Areas of Specialization

  • Tax and business succession planning
  • Financial reporting
  • Financial reviews and compilations
  • Employee Benefit plan audits and consulting
  • Small Business consulting
  • Government contract consulting

Professional Designations

  • Certified Public Accountant, 2008

Professional Affiliations and Civic Involvement

  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • Board Member and Treasurer for the Howard County Chamber