Stephen J. Rodis, CPA

Partner
Year Joined
2002
Services
Business tax planning International tax Interest Change - Domestic International Sales Corporation (IC-DISC) Organization and entity structuring 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 Arizona State Board of Accountancy - Board Member Arizona Society of Certified Public Accountants (ASCPA) - Phoenix Tax Workshop – Co-Chair, Tax Advisory 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: 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
Speaker: Export Essentials, Growing Business on a Global Scale, October 2014
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. Specializing in international tax, he helps U.S. businesses with structuring and global expansions. Working with Arizona-based, privately-held companies, he develops tax strategies for maximizing cash flow and minimizing tax liabilities.
Steve understands Arizona’s professional and business community. He guided businesses and individuals through the Great Recession and counsels current clients on COVID-19 tax-related issues.
He gives advice to 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.
Steve’s involvement in professional, business, and industry organizations keeps him informed of economic and political developments impacting Arizona’s businesses and professional community. Dedicated to educating his peers and supporting the next generation of accounting professionals, he is a frequent speaker on business and income tax matters.

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