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Katherine enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Katherine stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Katherine specializes in charitable giving, clergy, multi-state income and more.
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Donations made to qualified charities can be deducted to reduce taxable income.
Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.