Stephen J. Rodis, CPA

Senior Advisor
Year Joined

Business tax planning
Mergers and acquisitions (M&A)
Ownership transition and succession planning
Strategic tax planning


Arizona State University, Bachelor of Science, Accounting

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

Certified Public Accountant - State of Arizona
Arizona State Board of Accountancy - Board Member
Arizona Society of Certified Public Accountants (ASCPA) - Phoenix Tax Workshop – Past Co-Chair, Tax Advisory 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: Symposium: Practical Tax Talk - Federal Tax Update and Developments, Financial Planning Association, Greater Phoenix, February 2022
Speaker: Making Exports to Mexico Simple. Why You Need to Export to Mexico, Learn Your Tax Benefit Options, Arizona District Export Council (DEC), September 2020
Personal Interests
Traveling, building furniture, spending time with 3 children, 6 grandchildren, and 2 Labradors; experimenting with new grilling recipes
About Steve

With more than 30 years of public accounting experience, Steve provides tax planning and consulting to individuals and corporations in manufacturing, distribution, technology, real estate, and construction. As a Senior Advisor, he collaborates with Arizona business owners in developing tax strategies for maximizing cash flow and minimizing tax liabilities. Focused on long-term client relationships, many of Steve’s clients span his entire career. Steve’s involvement in professional, business, and industry organizations keeps him informed of economic and political developments impacting Arizona’s businesses and professional community. Currently, he serves as a Board Member for the Arizona State Board of Accountancy.

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