Katie Caszatt, Tax Advisory Services

Katie Caszatt, Tax Advisory Services With 14 years of accounting experience, I am a skilled CPA expanding into tax advisory & planning. Let’s navigate your tax needs together.

My goal is to provide personalized tax solutions that ensure compliance and maximize your financial benefits.

A little professional update… 📚I haven’t talked much about my tax advisory business on here lately, but I assure you, I’...
09/15/2026

A little professional update… 📚

I haven’t talked much about my tax advisory business on here lately, but I assure you, I’m still very much in it. And apparently, I’ve decided I needed another set of letters behind my name. 😂

I’m excited to share that I’ve officially been approved to sit for the Certified Fraud Examiner (CFE) Exam!

You might wonder what fraud examination has to do with tax advisory. Quite a bit, actually.

Good tax planning goes far beyond finding deductions. It means understanding the financial story behind a business, analyzing transactions, identifying potential risks and inconsistencies, evaluating documentation and internal controls, and making sure the strategies being implemented are both strategic and defensible.

Adding the CFE skill set to my CPA and tax advisory background will allow me to look at my clients’ businesses through an even sharper lens, not only asking “How can we legally reduce this tax bill?” but also “Is this structured, documented, and supported the way it should be?”

And speaking of tax planning…

In 2025, I helped my clients save approximately $500,000 in combined federal and state taxes, with about 99% of the clients I serve living outside of Texas.

For 2026, I’m currently on track to nearly DOUBLE that number. 🤯

I’m incredibly proud of that, because behind those numbers are business owners and families who worked hard for their income and wanted to be more intentional about what happened to it.

So yes, the tax advisory business is still very much alive. I’ve just been a little quieter about it while I’ve been busy actually doing the work. 😉

CPA ➡️ Tax Advisor ➡️ CFE in progress.

Always learning. Always sharpening the tools. And always looking for better ways to serve my clients.

Now… time to study. 📚😅

Today, we pause to honor the brave men and women who have served our country with courage, sacrifice, and unwavering ded...
11/11/2025

Today, we pause to honor the brave men and women who have served our country with courage, sacrifice, and unwavering dedication.

Freedom isn’t something we should ever take for granted! It’s protected and preserved by those who put their lives on the line for it.

To all veterans, thank you for your service, your strength, and your commitment to this nation. We owe you more than words can express. ❤️🤍💙

🎯 “Is it too late to do anything about my 2025 taxes?”This is the #1 question I’m getting right now and the short answe...
10/21/2025

🎯 “Is it too late to do anything about my 2025 taxes?”
This is the #1 question I’m getting right now and the short answer is: No, not yet..... but time is running out.

As the year wraps up, I’ve had a lot of people ask what I actually do and how I help high-income earners like them legally reduce what they owe the IRS.

Here’s the quick breakdown:
✅ Review of the last two years of your tax returns (often find missed opportunities, or errors)
✅ Project what you’ll owe the IRS in 2025 based on your income, business, investments, etc.
✅ Then, I create a custom tax savings strategy plan to minimize or eliminate what’s due, by five or six figures.
✅ I walk you through next steps, what implementation looks like and support you month-to-month.

If you’re paying $100K+ in taxes (this includes W-2 withholding & business owners estimated payments), there’s still time to save money for this tax year, BUT after the next couple of weeks, most of those opportunities will disappear, and I’ll be shifting my focus to 2026 planning.

📣 Want to see if you qualify for a tax assessment?
Drop a “SAVE” below or DM me. But do it soon because once my calendar fills, that’s it.

Let’s make sure you’re not leaving money on the table this year.

10/14/2025

What’s something you wish your CPA would’ve actually taken the time to explain instead of just hitting ‘file’? 👀

Every year the IRS goes on vacation… with your money. 🏖️Let’s not make another generous donation this year.Q4 is here an...
10/13/2025

Every year the IRS goes on vacation… with your money. 🏖️

Let’s not make another generous donation this year.

Q4 is here and it’s time to plan smarter, not panic harder.

Message me before Uncle Sam books another flight on your dime. ✈️💸

It’s Friday night at 6:30… and I’m still in strategy mode. 🧮💻The final stretch of the year is here, and every day counts...
10/03/2025

It’s Friday night at 6:30… and I’m still in strategy mode. 🧮💻

The final stretch of the year is here, and every day counts. Behind the scenes it’s strategy, spreadsheets, and serious focus 👩‍💻

Q4 doesn’t wait and neither should your tax plan. The best moves happen before the year ends, not in a last-minute scramble.

09/21/2025

Get your strategy in order before tax season calls your bluff 🎲💰

Time is ticking and you don't want to be sweating like this guy because you bet on the "well I'll just see how this year plays out" 🥴

I have a handful of spots left for 2025 tax planning before I shift to 2026. Message me or comment to set up a quick consult call!

Tax planning > tax surprises. Don’t let April fool you 😅📊Message me to book your tax assessment call 📱 💰
09/20/2025

Tax planning > tax surprises. Don’t let April fool you 😅📊

Message me to book your tax assessment call 📱 💰

✅ 4th Quarter Tax Domination Starts NOW ✅⏳ Only a Few Spots Left for Year-End Planning ⏳If you’re a high-income earner, ...
09/18/2025

✅ 4th Quarter Tax Domination Starts NOW ✅
⏳ Only a Few Spots Left for Year-End Planning ⏳
If you’re a high-income earner, you already know the truth: the IRS doesn’t wait and neither should you.
As we enter Q4, the window to take control of your 2025 tax liability is rapidly closing. The right strategy right now could be the difference between writing another six-figure check to the IRS... or redirecting that money back into your business, your wealth, or your legacy.
💸 It’s that time of year…
Where your accountant tells you:
“Just spend more money to reduce your taxes.”
But ask yourself: Spend on what?
Many are told to buy vehicles, equipment, or “just prepay expenses” with zero ROI.
That’s not a strategy. That’s a panic move.
✅ There are smarter, ROI-focused strategies that go beyond last-minute deductions. Strategies that actually build wealth while reducing taxes.
💼 If you’re earning $250K, $500K, or 7-figures+, and paying way too much in taxes, this is your last call to own Q4 instead of letting the IRS own you!
⚠️ I only have a few spots left before I close the books for the year.
📆 DM me or comment below to secure your planning session.
Let’s build your tax playbook before it’s too late.

Found yourself in a higher tax bracket? I got ya!YTD profits higher than expected?I got ya!Unexpected year end bonus? I ...
08/20/2025

Found yourself in a higher tax bracket?
I got ya!

YTD profits higher than expected?
I got ya!

Unexpected year end bonus?
I got ya!

Comment “tax” or send me a message to find out how I can help!

Address

League City, TX

Telephone

+12816205752

Website

Alerts

Be the first to know and let us send you an email when Katie Caszatt, Tax Advisory Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Katie Caszatt, Tax Advisory Services:

Shortcuts

Share

Category