Stacey joined James, Surman and Goldberg CPA in 2025, bringing a passion for organization
and client support. She holds a Bachelor’s degree in Education and has transitioned into office
administration, where she plays a key role in maintaining efficient daily operations and ensuring
a seamless experience for both clients and staff.

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Her responsibilities span a range of administrative and operational tasks, supporting workflow,
communication, and the smooth functioning of the office.

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Stacey lives in West Boca with her daughter and their dog. In her free time, she enjoys
spending quality time with family and unwinding with her favorite shows.

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Stacey is a current Florida Notary.

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