STEPHANIE FERGUSON

AFSP - TAX PROFESSIONAL - NOTARY PUBLIC

Stephanie@c2legacytax.com

Stephanie attended college for accounting and brings more than 20 years of hands-on tax preparation experience to the firm. Her career has focused on delivering practical, reliable tax services for clients specializing in small businesses, family farms, and rental property owners.

Specialties and approach

Client service philosophy Stephanie emphasizes clear communication, proactive planning, and accurate, timely filings. She works closely with clients to understand their long-term goals and to identify tax-saving opportunities while ensuring adherence to current tax law. Her practical, detail-oriented approach helps clients minimize surprises and focus on running their businesses and properties.

Professional background

• Accounting, college-level

• More than two decades of tax preparation experience

• Extensive work with small businesses, farms, and rental property owners

Stephanie is committed to serving clients with integrity and professionalism, providing dependable tax guidance tailored to the operational realities of small businesses, agricultural operations, and real estate investors.

Brandi is an Enrolled Agent with over 20 years of experience in tax preparation and planning. She is passionate about helping individuals and small business owners understand their tax situation and make informed financial decisions. Her goal is not just to prepare accurate returns, but to provide proactive tax planning and clear guidance so clients feel confident about their finances year-round. She takes pride in building long-term relationships, simplifying complex tax issues, and helping clients keep more of what they earn while staying fully compliant with tax laws.

Professional highlights

• Enrolled Agent (EA) licensed to represent taxpayers before the IRS

• 20+ years of experience in individual and small business tax preparation

• Expertise in proactive tax planning, deductions, credits, and compliance

• Skilled at translating complex tax law into clear, actionable advice

Brandi believes great tax work isn’t just numbers; it’s about clarity, confidence, and making sure clients understand their tax situation.

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What’s in a name? A Legacy Lives On

Chris Joseph Caserta Jr

July 14, 1956 - November 20, 2021

Chris Caserta — mentor, leader, friend — left a mark on C2 Legacy Tax Associates that continues to guide us every day. When Chris passed in 2021, we lost a brilliant tax professional, a patient teacher, and a steady hand who believed deeply in integrity, service, and the people behind the numbers. Naming our firm in his honor was the only fitting way to keep his standards and spirit at the center of our work.

Chris was more than a boss. He led by example: meticulous in his craft, fearless in facing complex tax challenges, and generous with the knowledge that turned confusion into confidence for clients and colleagues alike. He taught us to listen first, to ask the right questions, and to take responsibility for outcomes. Those lessons have become the foundation of our practice.

As a mentor, Chris had an uncommon gift for simplifying the complicated. He took time to explain concepts, to walk through scenarios, to review returns line by line, and to share the rationale behind each decision. He celebrated learning and held everyone to high standards—not to intimidate, but to elevate us. Many of us trace the arc of our careers to conversations we had with him over the years.

As a friend, Chris was warm, straightforward, and loyal. He cared about people beyond the office: celebrating milestones, offering a steady shoulder in difficult times, and making room for humor even in busy seasons. His kindness helped build the trusting culture that defines C2 Legacy Tax Associates today.

We named the firm for Chris because his legacy is not static. It lives in how we treat clients—with respect, discretion, and a commitment to outcomes. It lives in how we mentor new team members, insisting on clarity and competence. It lives in our belief that technical excellence must be matched by compassion.

On anniversaries and in everyday practice, we honor Chris by doing the work the way he would: precisely, honestly, and with the client’s best interest at heart. We miss his counsel and his presence, but his influence remains our standard.

To Chris Caserta — thank you for the lessons, the leadership, and the example. Your legacy guides us still.