Back To Top

Katelyn Poffinberger

Katelyn Poffinberger
CVA
Connect:
ABOUT KATELYN

Katelyn earned her Bachelor of Science in Business Administration with a major in Accounting from West Virginia University. She joined YHB in August 2006 and has been with the firm ever since specializing in tax and business valuation services. In 2010, she became a Certified Valuation Analyst (CVA), further strengthening her expertise in business valuation services. 

EXPERTISE & APPROACH

With nearly two decades of experience, Katelyn specializes in trust, individual, and small business tax returns. Her deep knowledge of tax planning and compliance allows her to provide tailored solutions, ensuring her clients receive proactive and strategic guidance. 

Katelyn values strong client relationships and takes a hands-on approach to tax planning, helping individuals, small businesses, trust clients navigate complex financial decisions with confidence. 

OTHER INTERESTS

Katelyn is actively involved in her children’s Parent Teacher Organization (PTO), serving as President and Treasurer. As a mom of three boys, she enjoys keeping up with their sports and activities. In her free time, she enjoys reading and spending time outside. Fun fact, Katelyn read over 80 books last year!