Tax & Business
Kathy Lens has over 30 years experience providing tax and business advisory services to closely-held entrepreneurial businesses and their owners. Her diverse client base spans a variety of industries including manufacturing, distribution and service industries.
Ms. Lens’s expertise extends to the Marcum Family Office group and High-Net-Worth Individuals Practice group. She successfully advises the management team of closely-held and family-owned businesses with their day-to-day operations, succession matters, exit strategies, financial growth and estate and personal financial planning.
Ms. Lens assists clients with complex transactions that often involve understanding and analyzing profitability and costs, effective management reporting and tax and business planning.
Ms. Lens actively participates in business and community organizations. She is involved with various growing companies and serves on business advisory boards.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Forum of Executive Women
- Martins Run, Board of Trustees, Past President
- Jewish Federation of Greater Philadelphia, Finance Committee