Stephanie has over 14 years of experience providing tax consulting and compliance services to tax-exempt organizations. Stephanie serves a variety of §501 (c) (3) organizations including private foundations and public charities. Stephanie assists her clients in meeting their compliance requirements with the goal of helping the organization fulfill their charitable mission and goals. These organizations have a variety of purposes including grant-making, supporting education and industry training, providing food to the homeless, supporting veterans, and protecting animal rights. Stephanie also has experience providing tax compliance and consulting services for high-net-worth individuals addressing their trust and estate needs, gifting and family investment partnership compliance requirements.
Stephanie has a bachelor’s degree in accounting, summa cum laude, from California Lutheran University and a Master of Business Taxation from the University of Southern California. Stephanie is a Certified Public Accountant licensed in the state of California. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
HCVT
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
The Sam Simon Charitable Foundation, Officer, and Director
The Sam Simon Feeding Families Foundation, Officer, and Director
The Sam Simon Charitable Giving Foundation, Inc., Officer and Director
MBT, University of Southern California
BS, Accounting, California Lutheran University, summa cum laude
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