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Stephanie Gutierrez, CPA

Senior Manager of Tax Services

Stephanie Gutierrez provides tax compliance and consulting, estate and wealth management planning and domestic trust services to clients.

Gutierrez’s client base includes high-net-worth individuals, family offices and investment firms.

Areas of Focus

  • Business and individual tax consulting and compliance
  • Domestic trusts
  • Estate and wealth management planning
  • Family home office accounting and advisory services for U.S. families

Education

  • Florida International University – Master of Science in Accounting with a concentration in taxation
  • Florida International University – Bachelor of Science in Taxation
  • Florida International University - Bachelor of Business Administration

Industries Served

  • Family offices
  • High-net-worth individuals
  • Investment firms
  • Professional services firms

Affiliations