Kathleen Sarchett, Cpa
AeroLeads people directory · profile

Kathleen Sarchett, Cpa Email & Phone Number

Innovative, Tax Compliance Focused, Self-Starter CPA at Invoca
Location: Grand Rapids Metropolitan Area, United States, United States 4 work roles 1 school
1 work email found @invoca.com 4 phones found area 302 and 505 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email k****@invoca.com
Direct phone (302) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Innovative, Tax Compliance Focused, Self-Starter CPA
Location
Grand Rapids Metropolitan Area, United States, United States

Who is Kathleen Sarchett, Cpa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kathleen Sarchett, Cpa is listed as Innovative, Tax Compliance Focused, Self-Starter CPA at Invoca, based in Grand Rapids Metropolitan Area, United States, United States. AeroLeads shows a work email signal at invoca.com, phone signal with area code 302, 505, and a matched LinkedIn profile for Kathleen Sarchett, Cpa.

Kathleen Sarchett, Cpa previously worked as Sr. Tax and Compliance Manager at Invoca and CPA, Tax Review and Skills Development Manager at Heimlantz, P.C.. Kathleen Sarchett, Cpa holds Bachelor Of Science - Bs, Accounting from Suny Albany.

Company email context

Email format at Invoca

This section adds company-level context without repeating Kathleen Sarchett, Cpa's masked contact details.

*@invoca.com
71% confidence

AeroLeads found 1 current-domain work email signal for Kathleen Sarchett, Cpa. Compare company email patterns before reaching out.

Profile bio

About Kathleen Sarchett, Cpa

Part-time, work from home, tax compliance focused CPA with a demonstrated history of quality work and leadership who takes a collaborative approach to working with fellow team members and across departments and shows up with a long list of software knowledge, an owner mindset, and an entrepreneurial enthusiasm.

Listed skills include Accounting, Tax, Tax Returns, Small Business, and 11 others.

Current workplace

Kathleen Sarchett, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Invoca
Invoca
Innovative, Tax Compliance Focused, Self-Starter CPA
Website
AeroLeads page
4 roles

Kathleen Sarchett, Cpa work experience

A career timeline built from the work history available for this profile.

Sr. Tax And Compliance Manager

Current

Santa Barbara, California, US

Owner of direct and indirect tax compliance. Dramatically reduced external CPA fees.Formed a tax department from scratch in one year for this nationwide, late-stage, tech start-up.Established multiple processes and procedures. Evaluated and implemented tax software programs.Resolved tax notices, audits, and other controversies. Assisted with resolution of.

Aug 2022 - Present

Cpa, Tax Review And Skills Development Manager

Annapolis, Maryland, US

Detail and tech reviewed easy to complex 1040, 1041, 1065, 1120S, and 1120 tax returns.Performed complex research and authored white papers, checklists, cheat sheets, and other tools.Drafted and presented in-house CPE and other training.Performed skills assessment reviews.Worked with firm leadership to assess the impacts of emerging tax laws and develop.

Jan 2021 - Jul 2022

Cpa, Income Tax Manager

Beene Garter Llp

Detail reviewed income tax returns and the related documentation for mid-sized businesses and high net worth individuals.Researched the tax code and developed support for tax positions.Provided feedback and guidance to less experienced team members.

Jan 2019 - Dec 2020

Cpa, Managing Partner

Duties typical of a CPA in a tax practice plus: CFO and controller, HR and staff development, project management, IT, quality control, risk management, and all other duties inherent with small business ownership. Negotiated the sale of the business which is still operating with the same team members in 2024.

Jan 2010 - Nov 2018
Team & coworkers

Colleagues at Invoca

Other employees you can reach at invoca.com. View company contacts →

1 education record

Kathleen Sarchett, Cpa education

  • Suny Albany
    Suny Albany
    Accounting
FAQ

Frequently asked questions about Kathleen Sarchett, Cpa

Quick answers generated from the profile data available on this page.

What company does Kathleen Sarchett, Cpa work for?

Kathleen Sarchett, Cpa works for Invoca.

What is Kathleen Sarchett, Cpa's role at Invoca?

Kathleen Sarchett, Cpa is listed as Innovative, Tax Compliance Focused, Self-Starter CPA at Invoca.

What is Kathleen Sarchett, Cpa's email address?

AeroLeads has found 1 work email signal at @invoca.com for Kathleen Sarchett, Cpa at Invoca.

What is Kathleen Sarchett, Cpa's phone number?

AeroLeads has found 4 phone signal(s) with area code 302, 505 for Kathleen Sarchett, Cpa at Invoca.

Where is Kathleen Sarchett, Cpa based?

Kathleen Sarchett, Cpa is based in Grand Rapids Metropolitan Area, United States, United States while working with Invoca.

What companies has Kathleen Sarchett, Cpa worked for?

Kathleen Sarchett, Cpa has worked for Invoca, Heimlantz, P.C., Beene Garter Llp, and First State Cpas Llc.

Who are Kathleen Sarchett, Cpa's colleagues at Invoca?

Kathleen Sarchett, Cpa's colleagues at Invoca include Chloe Price, Ryan Marvel, Ruben Orozco, Owen Ray, and Daniel Koenig.

How can I contact Kathleen Sarchett, Cpa?

You can use AeroLeads to view verified contact signals for Kathleen Sarchett, Cpa at Invoca, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Sarchett, Cpa attend?

Kathleen Sarchett, Cpa holds Bachelor Of Science - Bs, Accounting from Suny Albany.

What skills is Kathleen Sarchett, Cpa known for?

Kathleen Sarchett, Cpa is listed with skills including Accounting, Tax, Tax Returns, Small Business, Income Tax, Llc, Financial Statements, and Partnership Taxation.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.