Industry Expertise

Biography

Stephanie has practiced public accounting since 1998. She has experience working in all areas of tax preparation and primarily focuses on individual, estate, and trust preparation and planning. Her expertise includes working with multi-generational families to assist with income, estate, gift, and trust tax planning and transfer of assets due to life events.

Professional Affiliations

  • Board Member, New Mexico Society of Certified Public Accountants, Albuquerque Chapter
  • Member, American Institute of Certified Public Accountants
  • Member, New Mexico Society of Certified Public Accountants

Education

  • BBA, accounting, University of New Mexico