Stephen has over 35 years of experience providing assurance, tax, and consulting services to closely-held businesses, the owners and high-net worth individuals. His privately owned clients span industries such as real estate, manufacturing and distribution. Stephen views his primary role with his clients to be their trusted advisor, and consults with high-net worth individuals, large family groups and owners of closely-held businesses on all aspects of tax, estate and retirement planning.
William College, BA Economics
Northeastern University, MS Accounting
Bentley University, MS Taxation
In the community
Certified Public Accountant (Massachusetts)
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)