Stephen has over 30 years of extensive experience in both public and private accounting. He spent the early part of his career with Deloitte & Touche as an Audit Manager providing consulting and auditing services to a diverse client base ranging from medium sized, closely held companies to major publicly held companies. He then moved to private industry where he spent over 17 years as Chief Financial Officer of a major Bay Area retail chain.
After retiring from a successful career as a financial executive, he updated his tax education and became an Enrolled Agent. Stephen has expertise in personal and corporate tax planning and compliance. He is a CPA in the State of New Jersey and holds a Bachelor of Arts degree in Economics from Rutgers University and a Master of Business Administration degree in Accounting and Finance from New York University.