Our Team

Stephen Whiteaker, CPA

Director of Controversy

Stephen comes to MASSIE as Director of Controversy after spending nearly six years with TCC/Experian’s Employer Services as Director of IRS Practice and Procedures. Prior to this, he retired from a 32-year-long career with the Internal Revenue Service. He has a wealth of experience and expertise in tax controversy and navigating state and federal audits. He also provides counsel in risk assessment and quality review. Stephen holds a BSBA from Southeast Missouri State University and is a licensed CPA.

During his career with the IRS, he held numerous positions including the following: Territory Manager in Small, Mid-Sized, and Large Business; several positions in the national office; and Director of Field Operations for International Industries and Engineering for Large Business. He gained significant experience in research credits while serving as Executive Lead for research credits for three and a half years. In addition, he had executive responsibility for field enforcement for some of the largest companies in the US. Stephen has a well-rounded and unique background, having served in a wide range of fields at the IRS as well as working with clients for the past six years.

Stephen enjoys spending time with his wife, family, and friends, doing volunteer work in his church and community, hiking, and traveling around the US taking in the sights.

The R&D Tax Credit Best Practice Roundtable
Best Practice Roundtable
Thursday, March 28th
3:00 pm EST

The MASSIE Method

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2020 - 2023
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