Stacy C Klein earned her BBA degree with a major in accounting from Georgia Southern College. She is a licensed CPA in Georgia and has been since 1987.

Stacy joined the firm in October of 1997. She is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs. She obtained the designation "Certified Specialist in Retirement Planning" in 2003.

In addition to tax return preparation and retirement planning, Stacy does estate and income tax planning for individuals and succession and income tax planning for businesses. Her other specialty areas of work are preparing Cost Segregation Studies for businesses, building or purchasing commercial real estate, and preparing Business Valuations for Family Limited Partnerships looking to gift interests to future generations and for other businesses such as corporations looking to set up buy/sell agreements for succession planning.

Stacy lives in Columbus with her husband, Bill, and two sons, Forrest and Mason.