Whitney Mauger, CPA joined Wegner CPAs in 2016. In her role, she oversees the detailed review of tax returns prepared by staff and seniors across various entities including corporations, partnerships, trusts, and individuals. This involves ensuring accuracy and compliance with regulations while addressing any complex multi-state tax considerations, particularly in industries such as manufacturing, distribution, and agriculture. Additionally, she conducts final reviews and signing of these returns, collaborating closely with supervisors to uphold the highest standards of quality and precision.
As a dedicated relationship manager for multiple clients, she serves as a primary point of contact, offering comprehensive support that spans from responding to inquiries and conducting thorough research to providing strategic tax planning advice. She also assists clients in navigating a spectrum of federal and state notices, from matching notices to nuanced nexus questionnaires. Furthermore, her responsibilities extend to conducting extensive research on specialized projects and technical issues, covering areas such as income tax nexus exposure, voluntary disclosure programs, R&D credits, and state-specific manufacturing credits.
- Final review or detail review tax returns prepared by staff and seniors for corporations, partnerships, trusts, and individuals
- Specialty review of multi-state tax returns as a quality control procedure for the tax department
- Manage complexities related to multi-state taxation
- Provide specialized support to manufacturing, distribution, and agriculture industries
- Serve as a relationship manager for multiple clients, offering comprehensive advisory services
- Conduct research and assist clients with responses to federal and state notices
