Celia spent the first 5 years of her career working with high-net-worth individuals and real estate clients at Deloitte Tax LLP in San Francisco before joining Navolio & Tallman LLP as a tax manager 10 years ago. In that time, she has expanded her breadth of experience providing tax planning, compliance, and consulting services across a variety of industries (including venture capital, private equity, hedge funds, start-up companies, and privately-held businesses) while adding depth of experience to and honing her expertise in the taxation of high-net-worth and ultra-high-net-worth individuals and real estate partnerships/LLCs. Celia is the partner in charge of the firm’s Tax practice, and she also has extensive experience researching complex tax issues and representing clients in income tax return audits with the Internal Revenue Service and California Franchise Tax Board.
Celia is a member of the American Institute of Certified Public Accountants and has been a board member of the San Francisco chapter of the California Society of Certified Public Accountants since 2016. Celia earned a Bachelor of Science degree in Managerial Economics with a minor in Communications from the University of California, Davis and received a Master of Science in Taxation with highest honors from Golden Gate University.
Outside of the office, Celia enjoys spending time with her family and friends (her daughter is almost 3 years old and especially entertaining at this age), traveling (Hawaii is an annual destination), and bowling.
Stephanie has been with the firm for over 11 years. She is a CPA with public accounting experience in audit, review, compilation, and accounting services in a variety of industries, including real estate, trusts, alternative investment vehicles, registered investment advisors, broker‐dealers, private foundations, and privately‐owned businesses. She also provides surprise examination services under SEC custody rules. Stephanie’s strong understanding of accounting and internal controls gives her the opportunity to consult with, advise, and add value to clients’ financial reporting processes. In addition to providing audit and accounting services, Stephanie is the partner in charge of the firm’s IT department.
Stephanie is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She earned a Bachelor of Science degree in Business Administration with a double-concentration in Accounting and Information Systems from Cal Poly San Luis Obispo.
Outside of the office, Stephanie enjoys spending quality time with family and friends (especially doting on her 10-month-old daughter), cooking, fishing, golfing, and vacationing/visiting family in Maui.
We believe their admission to the partnership will serve to provide additional depth of expertise and resources to all of our clients.