Firm Leadership

About Us

Kate Vasiliev, MS, CPA

Manager

Kate Vasiliev

Kate Vasiliev joined bgr CPAs in 2008. Kate manages audits, reviews and compilations for numerous clients within various industries. Her areas of focus are audits under Government Auditing Standards, including compliance audits under the Department of Housing and Urban Development Audit Guide and audits of real estate entities.

Kate is an integral part of the quality control team designed to monitor  quality control systems on an ongoing basis  and provide the firm with reasonable assurance that the policies and procedures established by the firm for each of the elements of quality control are relevant, adequate, operating effectively, and being effectively applied.  The team provides an objective evaluation of the reports being released by the firm, as well as an evaluation of the significant judgments that the engagement team makes and conclusions reached in formulating the report. Additionally, Kate keeps abreast of financial rules that pertain to both for-profit entities and non-profit organizations and provides thorough and precise analysis of various types of financial documents to ensure compliance with statutes, laws, administrative codes, and corporate regulations

Kate has significant experience with the preparation of large, multi-state individual, partnership and s-corporation returns. Her expertise in “nexus” or “business presence” tax issues, allows her to provide clients with insightful tax compliance advice and analysis. She is also specialized in the preparation of Form 990 for exempt organizations.

Kate is a former Steering Team Committee Chair of Young Professional Network of Howard County.

Education
BIP Institute of Law - Master of Science, Business Economics and Management
BIP Institute of Law - Bachelor of Science, Business Economics and Management

Professional Certifications
Certified Public Accountant (CPA)

Professional and Business Affiliation
Member, American Institute of Certified Public Accountants (AICPA)
Member, Maryland Association of Certified Public Accountants (MACPA)

What is your favorite travel destination?
Belarus – that’s where I am from!
Do you collect anything?
Two-dollars Bills. A long time ago someone gave me a two-dollar bill and said: “Hold on to this, and you’ll never go broke.” There were a few times when that’s all I’ve had. But I’ve never been broke. I still have that original bill.
What is your favorite quote?
“Surround yourself with assets, no liabilities.”
What is a fun fact about yourself?
My accent. Sometimes it sounds funny even to me.