Steve is a partner in the firm’s tax services department. Steve has over 20 years of experience in public accounting. Steve has worked closely with a variety of clients in a diverse range of industries, providing tax compliance and consulting services. Steve specializes in SALT, mergers and acquisitions, and controllership consulting. Steve’s industry experience includes architecture, manufacturing, distribution, entertainment, construction, real estate, retail, not for profits, and professional service orientated practices.
Steve spends his time away from the office with his wife and four children. He has been coaching girls travel fast-pitch softball for many years. Steve also volunteers his time as a board member on multiple youth athletic organizations.
Skills/Practices
- Controllership services to clients seeking to outsource functions of their accounting department
- Federal, state and local, sale and use tax
- Wayfair and Nexus planning
- Mergers and acquisitions, including tax structure
- Proactive tax planning strategies for closely held businesses, owners, and families
- Planning and accounting for closely held businesses, corporate re-organizations, estate and trusts, employee benefit plans, and exempt organizations
- Corporate, partnership, and individual tax planning
- Extensive experience in assisting clients in resolving tax inquiries and controversies with federal, state, and local tax authorities
Related Service Areas
Education
- Master of Science in Taxation, DePaul University
- Bachelor of Science in Accounting, Arizona State University
Memberships
- Member of the American Institute of Certified Public Accountants
- Member of the Illinois CPA Society
Community Involvement
- State and Local Tax Committee, IL CPA Society
- Head coach of Northern Ice Fast Pitch Softball
- Member of various athletic associations