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.
Arizona State University, Bachelor of Science, Accounting
Business tax planning
Mergers and acquisitions (M&A)
Ownership transition and succession planning
Strategic tax planning
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