Helping Organizations since 2001
Steven has over 18 years of combined public and private experience serving the needs of closely held businesses and their owners. He graduated from the University of Massachusetts with a Bachelor of Science in Accountancy and has also earned a Master of Science in Innovation, Technology and Entrepreneurship.
Steven is a Certified Public Accountant licensed in Massachusetts and New Hampshire. He is a member of the American Institute of Certified Public Accountants, Massachusetts Society of CPAs and holds the Certified Management Accountant Designation ("CMA") as a member in the Institute of Management Accountants.
PROFESSIONAL AND CIVIC ACTIVITIES
Boston Estate Planning Council ("BEPC")
Finance Committee ("FinCom") - Town of Saugus
Sons of Orsogna Association, Inc. - Board Member
After working for many years at multiple accounting firms in the Greater Boston area, its apparent there is a desire for organizations to align themselves with a more responsive and dedicated business advisor that can deliver services tailored to their needs without the officialism of today's New England regional CPA firms. My GOAL is to connect these organizations and individuals to my services and maximize their after-tax wealth.
Help and keep your business successful.
Enable robust financial reporting capabilities.
Reduce your taxes.
Reduce tax surprises.
Avoiding IRS audits.
Getting you bank financing.
Asset Protection & Estate Planning.