Steve is a founder of the firm, the managing partner and the Director of Tax Services. Steve earned his Bachelors degree in Accounting from Bentley College in 1972 and a Masters degree in Taxation from Bentley in 1981. In addition to national firm experience, Steve was an Internal Revenue Agent for eight years.

Steve’s broad spectrum of clients appreciate his innovative approach to business and tax planning. They frequently ask him to serve as a Trustee or Director. He has lectured extensively, has been an adjunct professor, and has taught CPA review courses. In addition he has served as a tax specialist on numerous radio call-in programs.

Steve resides in Holliston with his wife and son. His daughter has graduated college and works in New York. He is an avid deep-sea fisherman and enjoys golf.