Biography

Stacey has been providing tax solutions since 1992 to many of Silicon Valley’s technology companies in the software, semiconductor, clean tech, and life sciences industries. She specializes in the complex tax planning and compliance issues of public and privately held companies, partnerships, and other flow-through entities.

Stacey is able to advise clients on federal and multistate tax planning as well as compliance matters related to their specific business operations. She also provides a wide array of tax compliance and planning services for individuals.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, business administration and accounting, San Jose State University

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.