Brian Stein, CPA
Tax Partner at Aprio | Serving closely held businesses, serial entrepreneurs and high net worth individuals
Who I work with
My clients include owners of closely held businesses, serial entrepreneurs and high net worth individuals and their families. I serve client across a variety of industries including professional services, not-for-profit, manufacturing and distribution, wholesale and retail, and real estate and construction. If you are looking for a hand-on CPA that will provide the proactive attention you need to grow your business, we should talk!
My specialty is delivering individual tax advisory, audit and financial reporting services with an approach that simplifies the process for my clients. I am driven by the desire to help clients grow their businesses and achieve their financial goals. I spend my days creating tax strategies to help my clients decrease their tax liabilities and providing guidance on how to maximize the profitability and cashflow of their businesses.
On the audit side of the house, I leverage Aprio’ remote audit tools and workflows to provide clients with a better audit experience that delivers greater strategic insights. I have significant experience successfully representing individual and business clients in tax audits before the IRS and state authorities. When I am not advising clients and chatting with prospects, I spend my time mentoring and training our talented team members.
Results I have delivered
To me my clients are far more than spreadsheets, financial reports and tax returns. They are people with dreams and aspirations. So, I am constantly looking for ways to save my clients money and help them increase the profitability of their businesses. I live to deliver results.
Unique things about me
I am a co-founder and board member of the Smiles for Scott Foundation, Inc., a charity that raises funds to enhance the care and lives of children and their families who are affected by cancer.
I earned my Bachelor of Science Degree in Accounting from Long Island University.
When I am not at work
I enjoy spending time with my family. As a co-founder of Smiles for Scott, I enjoy spending time helping its mission succeed. I am an active member of American Institute of Certified Public Accountants (AICPA), and New York State Society of Certified Public Accountants (NYSSCPA).
People say I am
Responsive, reliable, personable and I care about clients as people.
I am so much more than an accountant – I am trusted business advisor who ‘goes the extra mile’ to help my clients succeed.”