Our People

Contact Stephanie
Download vcard

Stephanie Gutierrez, CPA

Senior Manager - Tax, Wealth

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