PROFESSIONAL SUMMARY AND EXPERTISE

Steve is the former Managing Shareholder of the firm with more than 25 years of experience in assisting business owners and individuals with accounting, tax planning, estate planning, business valuations, and general business consulting. He represents clients before various taxing authorities and has testified as an expert witness before the Federal Contract Board of Appeals in Washington, D.C.

He is most notable for his presentations on tax, accounting, and fraud prevention. Before his career in public accounting, he served as a commissioned officer in the U.S. Navy.

An avid history enthusiast, Steve enjoys traveling and touring historical areas with his wife. He performs speaking engagements at some of the region’s historical sites.

PROFESSIONAL ASSOCIATIONS

• • • American Institute of Certified Public Accountants
    • Virginia Society of Certified Public Accountants
    • Tidewater Chapter of the Virginia Society of Certified Public Accountants (Past President)
    • Hampton Roads Estate Planning Council (Past President)

CIVIC ASSOCIATIONS

• • • Hampton Roads Tax Forum (Past President)
    • Hampton Roads Civil War Round Table (Treasurer)
    • Rotary Club Norfolk
    • Primeplus Norfolk Senior Center (Board Member)
    • Friends of Norfolk’s Historic Cemeteries (Treasurer)

INDUSTRY EXPERTISE

• • • Construction
    • Estates/Trusts
    • Government Contractors
    • Health Care
    • Hospitality
    • Legal and Professional
    • Manufacturing
    • Not-for-Profit
    • Real Estate
    • Restaurants