Stephanie joined the firm in 2023 as a tax associate. Her work with the tax department consists of providing tax return preparation, projections, and planning strategies to our wealth management clients for personal, trust, gift, estate, and closely-held business tax returns. She has over 3 years of experience in tax compliance services for a variety of industries in different states. She is a University of Central Florida alumni and has her Bachelors and Masters in Accounting.