“I have an almost obsessive need to make sure my clients retain the wealth they have worked hard to build. There is nothing wrong with paying your fair share. But it irks me when someone pays more simply because a so called professional gave them bad advice or ignored them all together. A good tax strategy is based on planning and know how. Remember, hope is not a strategy.”
With Haskell & White since: 2017
Stacie is a strategic tax professional with over 25 years of experience working in both industry and public accounting. Her clients include high-net-worth individuals and their closely held businesses, spanning a variety of industries such as construction, distribution, entertainment/media, manufacturing, professional services, oil and gas, retail, technology, healthcare, real estate, restaurant and transportation. Her strategies focus on reducing income tax through effective planning. In addition to providing tax consulting and compliance services, she also provides leadership in regards to new technology that the firm utilizes.
Before joining Haskell & White, Stacie was a founding member and the managing partner of Katherman Kitts & Co LLP, a local CPA firm. In 2017, the firm of Katherman Kitts merged into Haskell & White to bring additional services to their clients and expand opportunities for the Katherman Kitts team.
In her free time, Stacie enjoys spending time with her family and co-authoring educational materials used by Certified Public Accountants.