Stephanie helps entrepreneurs understand their tax options, develop financial freedom, structure their business, and protect their assets. Prior to joining Strategic Tax Planning, Stephanie advised business owners/investors on tax decisions and prepared countless S-Corporation, Sole Proprietor, Partnership, Trust, Estate, and Corporate returns. Her intimate experience with every type of business ensures you have a trusted advisor for important tax decisions related to your business, retirement and legacy.
Stephanie is licensed as a Certified Public Accountant in Arizona and as an Attorney in Arizona and US Tax Court. Stephanie is a passionate advocate for financial and tax literacy. This year she served on the ASCPA tax committee, appeared as an expert witness and public speaker on accounting and tax topics. Stephanie spends her free time on Arizona trails with her dogs in Pine, Arizona and around the valley of the sun.
- The Evergreen State College, B.A. 2006
- University of Phoenix, M.S.A. 2014
- Phoenix School of Law, J.D. 2012
Business owners who work with us maximize their ERC, R&D, and other
tax credits. Talk with our team of professionals for smarter tax planning.