Business tax planning
Estate and trust tax planning
Family limited partnerships
Gifting tax strategies
Trinity College-Hartford, Bachelor of Arts, Economics
Certified Public Accountant - State of Arizona
Steven has over 25 years of public accounting experience. Prior to joining the Firm, he successfully operated and managed Pace & Company, PC, a locally-owned, Arizona CPA firm. He provides comprehensive tax planning and advice to private businesses, their owners, and management teams. His clients represent a variety of industries, including manufacturing, health care and medical, real estate, construction, agriculture, and professional services. Additionally, Steven assists family-owned businesses with long-term and succession planning by educating them about gifting strategies, legacy planning, charitable gifting, family limited partnerships, irrevocable and revocable trusts, and family trusts.