Stephen J. Rodis, CPA

Partner
Year Joined
2002
Services

Business tax planning
International tax
Interest Change - Domestic International Sales Corporation (IC-DISC)
Income and estate tax treaties
Mergers and acquisitions
Ownership transition and succession planning
Strategic planning

Education

Arizona State University, Bachelor of Science, Accounting

Industries
Manufacturing, Distribution, Technology, Real Estate, Construction
Professional Affiliations

Certified Public Accountant - State of Arizona
Phoenix Tax Workshop – Co-Chair, Advisory Committee
Arizona State Board of Accountancy – Chairperson, Tax Practice Committee
CPAmerica, Inc. – Tax Executive Committee

Awards & Recognition
AZBusiness Leaders 2018
Civic & Charitable Affiliations
Phoenix Committee on Foreign Relations (PCFR), Board Member
U.S. Global Leadership Coalition (USGLC), Arizona Advisory Committee
U.S. Department of Commerce, Arizona District Export Council, Treasurer
Speaking Engagements
Speaker: Export Essentials, Growing Business on a Global Scale, October 2014
Personal Interests
Traveling, furniture building, spending time with family and friends around the grill experimenting with new recipes, spoiling grandchildren, playing with his two Labradors
About Steve

With more than 25 years of public accounting experience, Steve leads the Firm’s international tax team and focuses on international structuring and  global expansions for U.S. businesses. Working with Arizona-based, privately-held companies and their owners, he develops tax strategies for maximizing cash flow and minimizing tax liabilities. From startup to maturity, Steve guides entrepreneurs starting their first business, family-owners transitioning leadership, and companies purchasing and selling their businesses. Recognizing each client’s goals and objectives are unique, he incorporates industry knowledge and tax reduction strategies into business planning. Focused on long-term client relationships, many of Steve’s clients span his entire career.

Need Guidance and Help?
If you need advice, give us a call and we will be happy to discuss your situation.