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Areas Of Expertise

Entity Structure
Retirement Accounts
Payroll Setup
Tax Efficiency





Franklin, MA

UMass – Amherst

12 Years

“Coming together is a beginning; keeping together is progress; working together is success.” – Henry Ford

Steve studied at UMass – Amherst and received his degree in Accounting. After graduation, he worked in public accounting for 3.5 years, and is now in investment operations working in the private investment sector.

While working in the accounting industry, Steve gained experience in many facets of accounting including audit, tax preparation, and bookkeeping for small businesses.

While still working in the investment industry for the past 8.5 years, Steve has rediscovered his passion for accounting and hopes to become a key member of not just the Taxman Team, but its clients as well.

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