“To say Steve is merely a CPA is a complete disservice to his knowledge and the actual amount of consulting he provides. I have met many a CPA including his counterparts at the Big 4, and the consulting Steve provides goes far beyond tax and accounting information.” – Microflex Technologies
With Haskell & White since: 2015
Steve has 28 years of experience servicing the middle market. In addition to being a Certified Public Accountant, he is also a Chartered Global Management Accountant (CGMA) having worked with multi-national companies. His specialty is dealing with closely held companies although he has worked with numerous start-ups with equity investors as well. Steve has been involved in numerous acquisitions and also seen several of his clients sell so he is uniquely poised to assist clients with both sides of Mergers & Acquisitions. In addition to normal tax compliance, return preparation and projections, Steve has assisted many companies in passing the business onto successive generations. From tax planning, to executive training and mentoring, Steve’s years of experience with closely-held companies gives him insights into the potential pitfalls most companies encounter. Steve has been involved in multiple fraud audits, consults on fraud detection, and provides IRS dispute resolution. Having served as a CFO, Steve also works on executive compensation and pricing/costing strategies.
Steve is a native California, born in San Diego. He has been married for 27 years and resides in Laguna Hills, California. He has three children.
We specialize in uncovering challenges and maximizing opportunities for middle-market companies at every stage of development. Our team of big firm-trained professionals deliver deep expertise and sophisticated accounting solutions within a fee structure that makes sense for middle-market organizations. Contact us today to discuss how we can strengthen your business with our “value of experience.”