Steven Barry Schwartz, CPA

Senior Tax Manager
Year Joined
2020
Services

Individual and business tax planning
Multi-state tax
S corporations
C corporations
Partnerships

Education

University of Illinois, Bachelor of Science, Accountancy
University of Arizona, Master of Business Administration

Industries
Real Estate, Technology, Wholesale Distribution, and Manufacturing
Professional Affiliations

Certified Public Accountant - State of Arizona

About Steven

Steve has over 25 years of public accounting experience. He works with private Arizona companies and their owners in a variety of industries, including real estate, technology, manufacturing, and distribution. His clients are headquartered in Arizona and some have locations throughout the U.S., requiring multi-state tax returns. Consulting with clients throughout the year, he provides guidance about taxable activity, such as transaction of sales/lease of products or services, and possible nexus situations. Focused on client service, he helps small to mid-sized businesses understand taxable income, develops tax reduction strategies, and evaluates eligibility for business tax credits. Prior to joining the Firm, he worked with several CPA firms serving small to medium-sized businesses and high net worth individuals.

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