Ian Kerley
Ian Kerley started his career with Clark Schaefer Hackett in 2014 and has been a member of the firm’s not-for-profit group since 2015. As a trusted advisor, Ian advocates building lasting relationships and keeps in constant contact with his clients throughout the year. Ian’s experience also includes leadership in all aspects of client service for […]
Krista Stack
As a Senior Manager, Krista is a responsible for reviewing tax returns and managing tax engagements ensuring compliance with applicable tax law, and client satisfaction, within time and budgetary constraints. She leads complex tax engagements, manages staff workflows and deliverables, oversees the preparation of complex tax returns and provides tax research and planning services. Krista […]
Esther Daniel
Esther Daniel has more than two decades of experience providing tax compliance services to companies across a variety of industries, with a primary focus on nonprofit organizations. Esther assists nonprofit organizations in staying compliant with regulatory agencies and helps monitor for unrelated business income. Esther joined CSH in January 2008.
Bridget Bush
As a Senior Manager, Bridget is responsible for meeting the tax service needs of clients, including assisting with tax compliance filings and consulting to offer advice and solutions to other tax matters. Her focus area is nonprofit organization tax and she provides tax services to public charities, private foundations, and other 501(c) organizations, including social […]
Bethany Whatman
As a Tax Manager, Bethany is responsible for complex tax return preparation including businesses with multiple states. She specializes in serving pass-through entities. Bethany plans and manages tax engagements ensuring compliance with applicable tax law and client satisfaction, within time and budgetary constraints. Bethany understands the importance of development and assists junior staff by coaching, […]
Kristi Leeth
As a Tax Manager, Kristi reviews and manages tax clients by leading complex tax engagements, managing staff workflows and deliverables, overseeing the preparation of complex tax returns, and providing tax research and planning services to a diverse client base. She has experience working with small businesses, individual, trust and estate taxation, and not-for-profit clients. Kristi […]
Swati Gupta
As a Tax Manager, Swati is responsible for the preparation and review of tax returns. She has experience serving clients in diversified industries, such as E-commerce, oil and gas, and financial services. Swati specializes in handling and distributing SALT related work in CSH’s India office. Swati leads complex tax engagements, manages staff workflows and deliverables, […]
Haley Griffith-Baughman
As a Tax Manager, Haley reviews and manages the preparation of tax returns and related tax planning, while building client relationships through communication and trust. Her extensive experience with multiple industries including international tax, manufacturing, S-corporations, and individual tax clients of all sizes allows her to serve a variety of clients. Haley specializes in international […]
Devon Herzig
As a Tax Manager, Devon manages income tax compliance, income tax planning, and tax compliance risk for S-corporations, partnerships, individuals, and corporations. He specializes in the manufacturing and distribution industry as well as architectural firms and high-net-worth individuals. Devon strives to provide excellent client service with strategic tax planning opportunities and by staying current with […]
Thomas Lacy
As a Manager on the State and Local Tax team, Thomas promotes, manages, and executes all engagements related to Employee Retention Tax Credit (ERTC), Commercial Activity Tax (CAT), and Unclaimed Property reporting. Specifically, he is an ERTC specialist and an indirect tax specialist. Thomas’ wide range of expertise allows him to serve clients in a […]