Katie Le

Managing Partner

Katie is a dynamic and accomplished professional with a diverse background in accounting, taxation, and entrepreneurship. Graduating from San Diego State University with a Bachelor of Science in Accounting, Katie embarked on a journey marked by notable achievements and a relentless pursuit of excellence.

With a decade-long tenure as a controller at AutoClaims Direct Inc., Katie honed her skills in financial management and accounting, demonstrating a keen ability to navigate complex financial landscapes with precision and expertise. Her role at AutoClaims Direct Inc. provided her with invaluable experience and laid the foundation for her successful career trajectory.

Driven by an entrepreneurial spirit, Katie made the bold decision to start her own ventures across various industries. Her entrepreneurial endeavors have showcased her business acumen and strategic vision, leading to successful ventures and a strong network spanning multiple areas.

In addition to her entrepreneurial pursuits, Katie is an accomplished investor and developer, having spearheaded multi-million-dollar projects in Texas and Alabama. Her involvement in these projects underscores her ability to identify lucrative opportunities and drive successful outcomes in the real estate sector.

With over eight years of experience in the tax incentive industry, Katie has established herself as a trusted advisor, serving clients with multi-million-dollar claims and delivering tangible results. Her deep understanding of tax laws and regulations, coupled with her dedication to client satisfaction, has earned her a reputation as a leading expert in her field.

As Katie continues to make significant contributions to the industry, she remains committed to driving success for her clients, leveraging her expertise, and entrepreneurial spirit to create value and make a positive impact in every endeavor she undertakes.