Our Team

Stephanie Pierce
  • CPA

Stephanie Pierce

Planning & Tax Coordinator

Stephanie Pierce has 11 years of experience in public accounting. She holds a Bachelor of Science and Master’s degree in Accounting from SUNY Geneseo and is a certified CPA. She is a member of the NYSSCPA (PFP Committee) and AICPA (National CPA Financial Planning Panel).

Stephanie enjoys working with clients and answering their questions amidst the continual changes to the tax environment.  Each household is unique, and she welcomes the challenge of customizing the planning for each client.

A Disney fan from a young age, Stephanie loves spending time with her family, ‘glamping’ and playing any sort of competitive game when she’s not working with clients.

Stephanie chose to be a CPA because of the value she believes it serves the community. Trust in this profession is critical, and she is proud to instill confidence in our clients that they are taken care of.

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