Instructor Bio

Kathy Naffier

Kathy Naffier is a National Instructor for ROI CPE, LLC. She is also a Managing Director for ROI Business Services, LLC. Kathy joined ROI in 2007 and provides comprehensive consulting and compliance services to ROI’s clients with a focus on ROI’s S-corporation, partnership, C-corporation, sole proprietorship and individual clients. Kathy advises clients regarding business startups, entity choice issues, and closely held business concerns. She works with businesses and individuals locally and around the country, and has experience with multi-state and international tax issues. Kathy also provides representation and tax resolution services.

Prior to ROI, Kathy built and managed a profitable tax and accounting practice for 14 years. She focused on business consulting and tax compliance for corporations, partnerships, sole proprietors, and individual tax compliance and planning services. She was well known for her educational speaking engagements regarding taxation, and entity choice, and general business consulting topics.

Kathy has a BS in Accounting from Elmhurst College and is an Enrolled Agent, (EA), enrolled to represent taxpayers before the Internal Revenue Service. She is a member of the AICPA, and serves on the Board of Directors for the ILSEA - Fox Valley Chapter. Kathy is also a member of the National Association of Enrolled Agents & the Illinois Society of Enrolled Agents.

Concentrations: Tax instruction, business consulting, S-corporations, LLCs, individual taxation, startup businesses, tax planning, individual taxation, accounting, management consulting, procedure development, business planning, and training.

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