Stacy has over 19 years of experience providing tax consulting and compliance services to domestic and international clients. She has extensive experience providing trust and estate planning services to high net worth individuals/shareholders. She also specializes in closely-held manufacturers, distributors, professional service firms,  including multi-state S and C corporations. Stacy assists her clients in accessing a variety of tax incentives and credits programs.

Stacy is a graduate of the University of California, Los Angeles, where she obtained a bachelor’s degree in economics, with a minor in accounting. She is a Certified Public Accountant in the state of California and a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She began her career at HCVT.

Professional Experience

HCVT

Professional and Community Involvement

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

CPA, California

Education

BA, Business Economics, minor in accounting, University of California, Los Angeles

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