Overview
Lacey is a tax director in the national exempt tax practice at CLA. She serves a variety of dynamic exempt organizations throughout the country, working with them to address all their tax requirements and concerns. She is passionate about building relationships with her clients and understanding how they are helping their communities.
Lacey joined CLA in 2023 after fourteen years elsewhere in public accounting. With over thirteen years of experience in nonprofit tax, she helps organizations, including private foundations and public charities, meet their tax service needs such as compliance filings, unrelated business income issues, as well as a plethora of consulting topics at the federal, state, and international levels.
Education
- Bachelor of Science in Accounting from Concordia University Wisconsin, Mequon, Wisconsin
- Master of Business in Finance and Risk Management from Concordia University Wisconsin, Mequon, Wisconsin
In the community
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Society of Certified Public Accountants (WICPA)