Specialty Areas:
- U.S. Federal Tax
- State and Local Tax
- ASC740 Income Tax Accounting
- Financial Statement Preparation
- Trust & Estate TaxReporting
ProfessionalAffiliations and Credentials
- Certified Public Accountant, Licensed in New York State
- Chinese American Society of CPAs
Education
- Master of Science (Taxation), Fordham University, NY
- Bachelor of Science (Accounting), Baruch College
Profile
Kacie is a New York–licensed Certified Public Accountant (CPA) and a co-founder and partner of Murison. With over a decade of experience in tax and accounting, she guides clients through complex compliance, reporting, and planning matters with precision and reliability. Her work centers on helping businesses and individuals meet regulatory obligations while implementing proactive tax and wealth strategies to protect assets and plan for the future.
Kacie serves a diverse client base, including privately held companies, franchise operators, and organizations preparing for IPO. She has led projects involving multi-state tax compliance and financial reporting across multiple jurisdictions, ensuring consistency, accuracy, and adherence to evolving standards.
Her technical practice also includes trust and estate taxation, where she advises families on compliant structures such as grantor trusts, irrevocable trusts, and family partnerships. Known for her meticulous attention to detail and command of IRS regulations and accounting rules, Kacie delivers solutions built to withstand regulatory review and support long-term client success.
Before co-founding Murison Arbor, Kacie began her career at PwC in New York City, specializing in tax compliance and tax provision work for financial services clients. Her experience there provided deep exposure to U.S. and international reporting requirements, cross-border structures, and the rigorous demands of large-scale audits and filings