Stephen is a principal with Baker Tilly’s private wealth practice. He has more than 10 years of experience working with high-net-worth individuals, business owners, executives, fiduciaries, families with multigenerational wealth and family offices. He works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client.
- Manages federal and multistate corporate, partnership, S corporation, LLC, trust, foundation and individual tax returns, estimated payments and extensions for clients in various industries
- Quarterly and annual tax planning for small businesses and individuals
- Represents small businesses and individuals in front of the IRS and state governments
- Builds new and existing client relationships and demonstrates knowledge of client business
- Provides general accounting and tax advice to small businesses and individuals
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)