Kathleen Espiritu, CPA, MST

Kathleen D. Espiritu joined Redwitz in 2022 and is the Partner-in-Charge of the firm’s tax department.  She is an experienced professional with more than 20 years of public accounting experience providing tax compliance, planning and consulting services to closely held businesses and high net worth individuals.

She has extensive experience with taxation of multistate and multinational companies across a variety of industries, including real estate, healthcare, professional services, retail, wholesale/distribution and manufacturing.  She has also assisted with provision for income tax (ASC 740) and uncertain tax position (ASC 740-10) disclosures for audited financial statements, as well as tax analysis related to business entity selection, reorganization, and mergers and acquisitions.  Kathleen’s experience with international tax matters includes cross-border transactions, withholding tax matters, inbound and outbound structuring, PFICs, GILTI, FDII and with matters known as the streamline procedures programs offered by the IRS.

She represents clients before the Internal Revenue Service, the California Franchise Tax Board and other state taxing authorities.

Education

Bachelor of Arts degree, Business Economics with an emphasis in Accounting
University of California, Santa Barbara
Master of Science degree in Taxation
Golden Gate University

Professional Involvement

American Institute of Certified Public Accountants, Member
California Society of Certified Public Accountants (CalCPA), Member
AGN International, Member
ProVisors, Member