Bethany Keleher

CPA

Senior manager

Areas of Expertise

Tax Planning & Compliance

IRS & State Audits

State & Local Income Taxation

On The Job

Bethany is a Senior Manager at SVA Certified Public Accountants with experience providing clients with guidance and consulting in areas such as federal and state income tax planning and multi-state tax compliance. 

Her experience working with businesses in the auto dealership, distribution, professional services and manufacturing industries provides the ability to consult with clients in a variety of areas. Bethany helps clients find opportunities for tax savings and other incentives by committing her time spent with clients to understand their processes and operations and by learning what is most important to them.

Bethany's aim is to be a trusted advisor for all aspects of the client’s needs. This includes tax structuring and preparation services for not only the business entity but also the individual owner(s) and in many cases their family as well. In addition to client work, Bethany spends time researching new and proposed tax law changes.

education

  • University of Wisconsin - Whitewater, Master of Professional Accountancy
  • University of Wisconsin - Stout, Bachelor of Science in Applied Mathematics and Computer Science

credentials

  • Certified Public Accountant (CPA)
 

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)

speaking experience

  • American Association of Individual Investors (AAII)
  • Globe University
  • SVA educational seminars

Speaker Source

Bethany Keleher

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Speaker Source

The following is a partial list of the topics Bethany covers:

  • Minimizing Business Taxation
    • Planning strategies to minimize your business tax
    • Which entity structure is right for your business
    • Tax reform implications for your business
  • Planning For Individual Taxation
    • Planning strategies to minimized your individual tax burden
    • Understanding your tax return
    • Tax planning after tax reform

Bethany has spoken to audiences at:

  • American Association of Individual Investors (AAII)
  • Globe University
  • SVA educational seminars

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

Contact

(888) 574-4782
info@SVAaccountants.com
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