About Us

Lacey is an expert in the Research & Development Tax Credit. She has more than 20 years of legal and tax experience, which she uses to bring a unique perspective to each R&D tax credit study that she performs. During her tenure at multiple law firms and Big 4 firms, she has overseen filings of complex multistate tax return transactions and has practical contract and legal formation experience. Since she has performed due diligence studies and participated in numerous audits, her breadth of knowledge allows her to take a holistic approach to each study, and not just identify the qualified expenditures, but understand the overall effect to a client's tax position.
She has been invited to provide continuing education to CPAs, attorneys and other special interest groups. Given her compliance knowledge, she develops strategies to maximize R&D credits and other benefits. She has worked at law firms in California, Colorado and Minnesota along with KPMG and EY.
Lacey holds a Bachelor of Arts in Psychology from the University of North Dakota, a Master’s Degree in Taxation from the University of Denver College of Law, and a Juris Doctor from the University of North Dakota. She is a licensed attorney in California, Colorado and Minnesota.

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70 Edgewood Street, Roxbury, Massachusetts 02119, United States