Steve forms solid working relationships with clients and particularly their financial staff involved in an engagement. Easygoing and laid back, he is a good listener who makes every effort to get to know clients and team members.
When Steve began his public accounting career in 1985, he gained experience in both tax and assurance. Though he now focuses solely on assurance, his background in tax helps give him a more well-rounded perspective when serving clients. Steve’s expertise spans accounting, internal controls, audits, reviews and compilations. He also has experience in business advisory, financial reporting compliance, retirement plan audits and employee benefit plan audits. Steve focuses on serving closely held businesses and works in a variety of industries, including retail, wholesale, distribution, medical, insurance brokers, manufacturing and not-for-profit.
- New York State Society of CPAs
- American Institute of CPAs
Steve and his wife reside in Bemus Point, New York, on Chautauqua Lake. In his spare time, he can be found renovating his home and landscaping. Steve also enjoys spending time on the lake fishing, boating and kayaking.