Meet Our Team
Stephanie is a dedicated member of our team, serving as one of our Staff Accountants since she joined us in 2018. Her primary areas of expertise lie in bookkeeping, individual and business tax returns, and estate and trust returns. Stephanie is committed to ensuring our clients feel at ease and well-informed throughout the bookkeeping and tax process, offering them comprehensive support every step of the way.
With a diverse educational background encompassing Early Childhood and Business, with a specific focus on Accounting, Stephanie brings a unique perspective to her role. Her professional journey has included stints in accounting, insurance claims, and teaching, all of which have enriched her customer service skills and deepened her passion for numbers and helping individuals navigate their financial affairs. Before joining our firm, Stephanie spent a decade working for a private preschool in Frisco, initially as a teacher and later as their financial comptroller.
Outside of her professional life, Stephanie finds immense joy in her family. She’s a proud mother to an adult daughter, has a son-in-law, and cherishes her role as a Mimi. Her interests extend to college football and community service projects, where she actively contributes her time and energy.
Stephanie is not only an integral part of our team, but also an active member of various community organizations. She’s a valued member of the Frisco Women’s League, the American Legion Auxiliary, and the Autism Society. For the past decade, Stephanie has been coaching a special needs cheer team in Frisco, demonstrating her unwavering commitment to making a positive impact in her community.
Helping individuals and small to mid-sized businesses with accounting and tax services for decades. Specializing in unique, personalized customer service, we emphasize providing cost-effective, time-efficient solutions to our clients.
9555 Lebanon Rd, Suite 302
Frisco, TX 75035