Overview
As a Tax Director for Aprio Advisory Group, LLC, Steven provides strategic tax planning to high-net-worth individuals to help build and preserve their wealth. His top priority is creating a superior experience for clients, their families and businesses. Leading with honesty and integrity, he prioritizes clear communication and doing what’s right.
Experience
As a Tax Director, Steven specializes in serving the needs of corporate executives, real estate professionals, attorneys, doctors and investors to accomplish their goals. He provides income tax, estate tax and philanthropic planning, as well as consulting services as it relates to family office structuring and implementation.
Education & Affiliations
Steven earned a Bachelor of Science in Business Administration, with a concentration in Accounting, and a Bachelor of Science in Exercise Science from Lander University. He is a member of the AICPA and the GSCPA.
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