Candice Peace is a Tax advisor who serves one of the firm’s longest lists of private, family-owned businesses. From a new business’s establishment to its ultimate ownership transition, and through every service in between, Candy excels at advising business owners. Her expertise includes minimizing the burdens of both entity tax and personal tax. She is a firm thought-leader in business transaction structuring, estate planning, and managing family transitions of wealth and business ownership.
Candy has a niche specialty in serving owners of professional services organizations. Her vast experience in this industry led Candy to found and chair the firm’s Professional Services Industry Group. Having been elected a shareholder of the firm over 30 years ago, Candy was one of the first women in a position of CSH leadership. Candy joined the firm after six years as an IRS Revenue Agent.
WHAT CLIENTS SAY ABOUT CANDY:
“My husband and I always refer colleagues to Candy. We tell them she will save them money on their taxes and they can’t afford not to use her. She always quickly responds to any questions or issues I have and is supportive and patient when I am communicating my boss’ wishes to her when he is out of state.”
“Candy reviewed our prior filings with another accountant and was able to amend them so that we received refunds. She also gave us many suggestions on how to reduce our tax liability moving forward.”