After receiving his M.S. in Accounting, Steve taught undergraduate accounting at the School of Management at Binghamton University (NY) for 3 years. He then obtained experience at a CPA firm in business, not-for-profit, and government auditing as well as personal income taxation, and became a Certified Public Accountant.

Steve has focused his career in personal and fiduciary income tax matters and concentrated in estate tax planning and compliance as well as the many valuation issues that arise in the area. Steve has also been appointed trustee and executor for many of our clients.