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Katie Thomas, CPA, CFP®,CGMAPartner

Experience

With more than 12 years of experience, Katie assists businesses and individuals with tax planning and preparation, financial planning, financial statement preparation, and general business and management advising. She is also the firm’s strategic planning practice leader, advising with business owners on business transition goals. Katie joined Honkamp Krueger in 2004.

Specialties

Corporate, partnership and individual tax planning and preparation; financial planning; financial statement preparation; general business consulting and management services; strategic planning

Dental practice services team member

Education & credentials

B.A. with magna cum laude designation in accounting and finance, Loras College, Dubuque, Iowa
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
Chartered Global Management Accountant (CGMA)

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Iowa Society of Certified Public Accountants (ISCPA)

Awards

Recipient of the 2013 Women of Achievement Award for Up & Coming Leader by Women’s Leadership Network

Community involvement

Camp Albrecht Acres Foundation, Board of Directors
March of Dimes Northeast Iowa Division, Board of Directors

Family life & hobbies

Katie’s husband is Andrew, and they have two sons, Jack and Ben. Her hobbies are running and spending time with her family.

Speaking engagements
  • Chicago, IL | 2015 | CPAmerica International’s 2015 Next Generation Conference
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