Steve earned a bachelor of science degree in accounting from the University of Connecticut and a master of business administration degree from the University of Baltimore. His professional affiliations include the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).
Steve’s public accounting experience dates from 1976. His primary areas of expertise are business consulting and financial planning for small- to mid-sized businesses, tax planning for businesses and individuals, and estate planning. Steve has an extensive tax planning background as well as broad experience representing clients before the Internal Revenue Service for individual and business audits. With his “hands-on” approach of client consulting, Steve provides a significant contribution to the team.