Casey Haggerty, CPA, MST

Senior Manager - Private Client Services at Clayton & McKervey
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Credentials

  • Accredited Estate Planner (AEP)
    National Association of Estate Planning Councils
    Jan, 2022
    - Nov, 2024
  • Certified Public Accountant
    State of Michigan
    Jul, 2013
    - Nov, 2024

Experience

  • Clayton & McKervey
    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Manager - Private Client Services
      • Sep 2020 - Present

      Clayton & McKervey, P.C. is a certified public accounting firm that provides accounting, tax, and business advisory services for growth-driven, privately held companies that compete in the global marketplace. I focus on Private Client Services, including tax planning, compliance, and advisory services for high net worth individuals, trusts, and estates.

    • Manager - Tax
      • Sep 2016 - Aug 2020

    • Senior Accountant - Tax
      • Sep 2013 - Aug 2016

    • Staff Accountant - Tax
      • Oct 2011 - Sep 2013

Education

  • Walsh College of Accountancy and Business Administration
    Master of Science in Taxation
    2011 - 2013
  • Hillsdale College
    Bachelor of Arts (B.A.), Accounting
    2007 - 2011

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