Meet Katelan Rivera

With a detail-oriented mindset and a deep passion for helping clients feel confident in their financial decisions, Katelan brings over 16 years of experience in tax preparation and advisory services. She is known for her ability to navigate complex tax matters while maintaining calm, organized, and client-focused approach.  

Throughout her career, Katelan takes pride in building meaningful client relationships and believes that clear communication and education are just as important as the numbers themselves. Whether guiding clients though tax planning opportunities or ensuring their returns are handled with precision, her goal is always to deliver reliable service and peace of mind. 

Outside of work, Katelan is a devoted wife and mother who values family time and balance. She brings the same level of care, organization, and dedication from her personal life into her professional work – qualities that make her a trusted and dependable advisor to the clients she serves.