Background
Stacey is a Business Tax Services partner in KPMG’s Dallas Office and leads the Dallas offices Strategic Corporate group.
Professional and Industry Experience
Stacey has more than 24 years of experience serving both private and publicly traded companies.
Stacey has been involved with numerous domestic and international tax compliance and planning projects focusing on tax issues for manufacturing, professional services, retail, software services, healthcare, and telecommunications clients. She has also lead numerous global lift outs and tax outsourcing projects which encompass both direct and indirect tax, global provision, and transfer pricing.
Some of Stacey’s specific experiences have included the following:
- Implementing global provision processes and technology target operating models.
- Working globally with Member Firms to coordinate and facilitate direct and indirect workstreams including global audits.
- Facilitating IRS examinations, Appeals, as well as Appeals mediation to favorably settle numerous client examinations.
- Assisting clients with their documentation and substantiation of their R&D Tax Credits.
- Reviewing and helping clients adopt correct and advantageous accounting methods.
Technical Skills
- Consolidated Tax Returns
- ASC 740
- Tax Accounting Methods
- R&D Tax Credit Studies
- IRS Audit and Appeals process