Big firm experience, small town feel
Tax, Accounting, CPA and CFO Services
Team Wilkinson
Kristen Wilkinson
MBA, CPA
Kris left her position as Tax Manager to a top 5 accounting firm to open Kristen Wilkinson CPA in 2019. In addition to her time in public accounting, she served as a tax consultant to one of the largest international tax preparation software companies. As an avid lifetime learner and tax enthusiast, she taught tax at the graduate level at Winthrop University. Her 20 years of tax experience encompasses closely held businesses, medical practices, retail, real estate, investment, and financial services.
Morgan Wilkinson
Administrator
Morgan has over 5 years of administrative experience in the insurance and accounting field. She performs a wide range of administrative and office support activities for the firm and our clients.
Rachel Duncan, EA
Tax Manager
Rachel holds a BS in Accounting and a BSBA in Finance. She has over 15 years of experience with high-net individuals, complex multi-state tax returns, family office tax planning and trust management services, and estate planning.
Nicole Simsuangco
Senior Accountant
Nicole holds a BSBA in Financial Management, her accounting experience includes preparation of financial reports, account reconciliation, inventory management, accounts payable, and payroll processing. She is a Certified QuickBooks ProAdvisor specializing in Bookkeeping services and online applications.
Katie Dykhuis, MBA
Director of Operations
Katie holds both bachelor’s and master’s degrees in business administration and has over 20 years of management experience. Katie launched her career in a “Big 5” consulting firm, focused on HR and recruiting operations and business process outsourcing. She went on to build and manage operations for a public university, implementing enrollment management technology and processes for 25+ graduate degree programs. She manages the firm’s systems and procedures to ensure efficiency and a positive client experience.