Kathy Rotta

Kathy has more than 25 years of experience in public and private accounting. She graduated from the University of Wisconsin - Whitewater with a bachelor’s degree in Accounting.

Kathy gained extensive knowledge working at one of the Regional Accounting firms in Milwaukee. Prior to coming to QBCO Assurance, LLC & QBCO Advisory, LLC Kathy joined the staff of a newly formed family office in Milwaukee. During her time at the family office she helped develop policies and procedures, was responsible for the preparation of all tax filings, and served as the liaison with the family and the charitable organizations.

Her vast knowledge and skills serve as a basis to provide services to clients with various accountingneeds. She specializes in tax planning and compliance services for high net worth individuals and closely-held businesses.  These services include, but are not limited to, individual, trust, private foundation and business tax return preparation. She is an advocate for her clients and looks for opportunities to minimize their tax liabilities as well as plan for future cash flow needs.

Kathy is a member of the Wisconsin Institute of Certified Public Accountants (WICPA).