Katie Stevens
About Katie Stevens
Katie Stevens serves as the Tax Director at Creative Planning, where she has worked since 2021, following her role as Tax Manager at the same firm. With a background in accounting and extensive experience in tax consulting, she provides services to various clients, ensuring they understand their tax situations and receive timely advice.
Current Role as Tax Director
Katie Stevens serves as Tax Director at Creative Planning, a position she has held since 2021. In this role, she provides income tax consulting and compliance services to a diverse clientele, which includes individuals, businesses, trusts, and not-for-profit entities. She focuses on ensuring that clients understand their tax situations and offers reliable, timely advice along with proactive planning.
Previous Experience at Creative Planning
Before becoming Tax Director, Katie worked as a Tax Manager at Creative Planning from 2020 to 2021. During her tenure, she contributed to the firm's tax services and gained valuable experience in managing client relationships and tax compliance processes.
Experience at BKD CPAs & Advisors
Katie Stevens spent several years at BKD CPAs & Advisors, where she held multiple positions. She started as an Associate from 2015 to 2017, then advanced to Senior Associate from 2017 to 2020. In 2020, she briefly served as a Manager for three months. This experience provided her with a strong foundation in tax and audit services.
Educational Background
Katie earned her Bachelor of Science (B.S.) in Accounting from Clemson University, where she studied from 2010 to 2014. She furthered her education by obtaining a Master of Science (M.S.) in Accounting from the University of Missouri-Kansas City, completing her studies in 2015. This academic background supports her expertise in tax consulting and compliance.
Internship and Teaching Experience
In 2014, Katie completed a Tax and Audit Internship at Cherry Bekaert LLP, which lasted for two months. Additionally, she worked as a Graduate Teaching Assistant at the University of Missouri-Kansas City for four months in 2015. These roles contributed to her professional development and understanding of the accounting field.