SANDRA CATERINE

Whether you have a simple question about a personal tax return or worries about a complex, multi-jurisdictional filing, Sandy is always happy to pick up the phone and talk you through it. Her knowledge of tax policy—gained over a thirty-year career—allows her to recognize core issues and quickly drive to a compliant solution that minimizes your tax obligations. Both at Katz, Nannis + Solomon and at her prior firms, Sandy has advised and provided tax and accounting support to individual clients, corporations, and private foundations across the greater Boston area. Her mind is always drawn to puzzles, and she prides herself on her ability to explain complicated tax solutions in accessible terms. As a Tax Partner, Sandy uses this skill on two fronts: reviewing client returns and overseeing our junior tax staff. The most important lesson she teaches staff is to admit when they don’t know an answer—and to quickly connect with firm specialists who can provide a fast resolution.