Phone: 419-885-8338 ext. 211
Steve is the managing director of our tax services group and coordinates the delivery of specialized tax compliance, planning, and consulting matters.
Steve is a graduate of The Defiance College and has a master’s degree from the University of Toledo. Prior to joining the firm, Steve was a tax senior manager with over seventeen years of experience at a “Big Five” accounting firm and later with a regional accounting firm. His primary focus is concentrated on tax planning and consulting services. Steve has extensive experience in many lines of business including manufacturing, distribution, real estate and professional service groups. Technical areas of specialization include business formation and choice of entity, operation of pass-through entities, corporate reorganizations, multistate taxation and personal taxation, financial and estate planning matters.
He has previously been involved with the United Way of Toledo and the Charitable Planned Giving Committee for The Defiance College. Steve is also a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.