“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.
Prior to joining Haskell & White, Stacie was a founding member and the managing partner of Katherman Kitts & Co LLP, a local CPA firm focused on reducing their client’s income tax through effective planning.
To bring additional services to her clients and opportunities for the Katherman Kitts team, the firm of Katherman Kitts merged into Haskell & White.
Stacie’s clients, which consist of high net worth individuals and their closely held businesses, span a variety of industries including: construction, distribution, entertainment/media, manufacturing, professional services, oil and gas, retail, technology, health care, real estate, restaurant, and transportation.
In her free time, Stacie authors the acclaimed tax and business blog Stacie’s More Tax Tips, enjoys spending time with her family, and co-authoring educational materials used by CPA’s.
Stacie is licensed by the California Board of Accountancy.