Bethany Whatman

Bethany is responsible for managing a portfolio of privately held businesses and overseeing complex, multi-state tax engagements. She effectively plans, coordinates, and manages tax projects to ensure compliance with applicable tax laws while delivering high-quality service. Her focus on client satisfaction and technical excellence contributes to successful engagement outcomes.

Bethany recognizes the importance of developing future talent and is committed to mentoring and supporting junior team members. She actively coaches, trains, and motivates staff, creating an environment that encourages professional growth and continuous learning. By maintaining an open-door approach and making herself available to answer questions, she serves as a trusted resource for her team.

As a trusted advisor to both clients and colleagues, Bethany is known for delivering quality work, clear communication, and exceptional client service. She builds strong relationships through responsiveness, technical expertise, and a commitment to helping clients navigate complex tax matters with confidence.