Stephen primarily serves private companies in the manufacturing and distribution, retail, and service industries. His experience includes various individual and business clientele with a strong industry focus on tax consulting for businesses in the manufacturing and distribution industries. He works with management of family-owned businesses to discuss diverse issues and implement practical solutions.

Stephen also works with clients on state and local tax issues, including apportionment analysis, nexus issues, and state incentives.

Externally, he has conducted presentations on Tax Reform, State Income Tax Planning, and Leadership & Change Management.

When he’s not working, Stephen enjoys spending time with his wife and two daughters. He also enjoys trail running and playing tennis.