Stephen joined the firm in 2026 bringing over 40 years of experience with high-net-worth clients in various industries, including real estate, franchises, as well as small business.
Expertise:
- Individual and small business tax planning and compliance
- Real estate, food industry, franchises, retail and wholesale companies, not-for-profit entities, professional services
- Working with clients on how to not be overwhelmed by their accounting system
- Dealing with IRS and state correspondence
Frequently Addressed:
- Working with clients on long term goals and looking at the big picture
- Educating clients on the importance that even the small business decisions make a difference long term
Education: Bachelors of Science Business Administration in Accounting and Management – Northeastern University