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Bethany Leader

Principal

Direct:

Bethany’s practice focuses on individual and business taxation, captive insurance taxation, and employee benefit plan audits. She works with clients across a variety of industries providing practical tax planning strategies and guidance on regulatory matters.

A significant portion of her time is dedicated to performing audits of employee benefit plans, which she enjoys.

Bethany is known for her commitment to building genuine relationships with her clients. She believes the best advisor is one who is accessible, responsive and able to explain complex matters in a clear, understandable way, and she aims to be approachable to her clients.

Years of Experience

18

Education

North Carolina State University, Bachelor’s

Professional & Civic Leadership
  • Finance Committee, Habitat for Humanity
  • Loaned Executive, United Way
Professional Credentials

Certified Public Accountant (CPA)

I am a fan of spending weekends with my family at Oak Island, NC, and have become quite the Mahjong enthusiast. Any excuse to get together with friends for a few rounds is a good one in my book!

INDUSTRY EXPERTISE