Stacie is a senior leader in AAFCPAs’ Entrepreneurial Tax & Advisory practice helping closely-held businesses—including family-owned enterprises and ambitious entrepreneurs—address the entirety of their financial needs. Her industry experience includes real estate, professional services, technology, manufacturing & distribution. Her technical tax expertise includes issues related to S-Corporations, C-Corporations, partnerships, limited liability companies and high-net-worth individuals.
Stacie helps clients integrate their business and personal tax planning to help optimize tax efficiency, avoid double taxation, shift income in a beneficial manner, plan for business exit and succession with minimized tax liabilities, and manage their overall wealth more effectively. She also helps streamline compliance and reporting processes, maximize deductions and credits, and allow for a comprehensive, long-term financial strategy that supports both business objectives and personal financial aspirations, while minimizing risks and liabilities.
Stacie coordinates with AAFCPAs’ multidisciplinary team to ensure business owners’ needs are met beyond tax, to include accounting, estate planning, asset protection, business succession & retirement, audit/assurance, as well as business process and IT advisory.
Stacie is a member of AAFCPA’s Tax Leadership Team and trains professional staff on topics related to changing tax laws and their impact on clients’ profitability. She is a mentor and coach as well as a member of the firm’s Women’s Opportunity Network. Stacie has been serving AAFCPAs’ clients with distinction since 2004.
- Clark University – Master of Business Administration, Accounting
- Clark University – Bachelor of Science, Mathematics
Professional and Civic Associations
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants