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Professional Summary

Teree has substantial experience leading and coordinating tax engagements. She has served as lead tax partner with responsibility for planning, budgeting, execution, and delivery of federal and state tax work to many clients. She has also provided subject matter knowledge and guidance on cooperative issues in her role as National Director of Technical Tax Services for Cooperatives. Teree has also provided litigation support services to several clients, including cooperatives. Teree hosted KPMG’s Annual Cooperative Tax Roundtable which is a popular conference for KPMG’s cooperative clients each May. Teree started and maintained KPMG’s on-line publication “Tax News Flash – Cooperatives” which summarizes current tax developments affecting cooperatives. Teree is a member of the Executive Committee on the Legal, Tax and Accounting Committee of the National Council of Farmer Cooperatives (“NCFC”), and immediate past Chair of the LTA Committee. Teree is also the past Chairman and a member of the Tax Committee of the National Society of Accountants for Cooperatives (“NSAC”). Teree is also past board member of NSAC’s National board and Far Western Chapter. Teree is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Teree is also a frequent speaker concerning tax issues related to cooperatives at annual meetings of the NCFC and NSAC. In addition, she is a periodic contributor of articles to these groups.

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Languages

  • English

Industry Experience

    • Financial Consultant

Interests/Hobbies

  • Travel
  • Dressage and other horse related activities
  • Relaxing with family and friends

Birthday

September 19

Social Media

Experience

Teresa Castanias CPA
Dixon, California, USA 95620
Owner
CPA firm
2009 - Present
Teree has a tax consulting practice focused on cooperative issues and other business and individual tax matters. She retired from KPMG in September 2009 where she was the firm’s National Director for Technical Tax Services for Cooperatives and was responsible for providing tax consulting, compliance and tax provision services to Consumer and Industrial Markets, and Financial Services clients, including cooperatives and non-cooperative enterprises in food production, manufacturing, distribution and retail, rural electric and telephone, Farm Credit System agricultural lending, banking and financial services. Teree has had a broad range of experience with all types of cooperatives and non-cooperative businesses. Teree’s professional accounting experience with KPMG spanned over 32 years and 29 years serving cooperatives as a focus area. Teree continues to provide consulting and compliance services to all types of companies in her own firm.

Education

BBA, Marketing 1974
University of Notre Dame
South Bend, Indiana, United States
Graduated Cum Laude in first class of women

Professional Certifications

Certified Public Accountant(CPA)
1980
Active

Associations and Societies

  • National Society of Accountants for Cooperatives (National Tax Committee Chair, National Board member, Chapter Board member)
  • National Council of Farmer Cooperatives (Chair of Legal, Tax & Accounting Committee)

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