Kristen M. Whitlow

Kristen M. Whitlow

Tax Manager CPA, MAcc

SUMMARY OF EXPERIENCE

Kristen joined the firm in 2019 with more than five years’ experience providing tax compliance and consulting services for individuals and their closely-held businesses with a specialized focus on high net worth individuals, trusts, and estates. Kristen’s clients appreciate her detailed approach to tax planning, assisting with the development of a tax-efficient strategy for achieving their financial goals.

EDUCATION

Virginia Tech

  • Bachelor of Science in accounting & information systems

College of William & Mary

  • Master of Accounting with an emphasis in taxation

PROFESSIONAL CERTIFICATIONS

  • Certified Public Accountant; Virginia

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Tidewater Chapter of the Virginia Society of Certified Public Accountants
  • Hampton Roads Tax Forum
  • Hampton Roads Estate Planning Council