Elisabeth (Betsy) Barnes, CPA
Regional Director of Estate Services
Betsy Barnes has over 35 years of experience in fiduciary accounting, estate and income tax return preparation, charitable giving techniques, and probate assistance. She is proficient in assisting clients with the development of estate plans that achieve their goals.
Certifications- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- Frequent local speaker for charitable entities to educate their donors
Services
Tax servicesAreas of Focus
- Estate and gift tax return preparation
- Individual income tax returns
- Estate/trust income tax returns
- Estate planning and administration
- Post-death tax planning
Education
University of Wisconsin-Eau Claire- Bachelor of science degree in mathematics and psychology
- Master of science degree in accounting
