With more than 15 years of experience, Stephanie works with her clients to offer them tax compliance and consulting services. She works closely with a range of high net worth individuals, their families, as well as closely-held entities. Stephanie specializes in individual taxation, estate and trust taxation, and wealth transfer planning.
Stephanie is a member of the American Institute of Certified Public Accountants (AICPA), as well as the Florida Institute of Certified Public Accountants (FICPA). She also serves her community as Treasurer of the Palm Beach County Estate Planning Council.