Background
Since 1978, Steve has specialized in providing privately-held and family owned businesses with accounting, tax and consulting services. Serving a wide variety of clients, large and small, in many industries – including manufacturers and distributors, employee benefit plans and construction contractors – Steve’s strengths lie in his creative ability to objectively analyze and assess client needs and situations. Steve offers suggestions and ideas that make his clients’ businesses and lives more profitable and efficient.
Steve’s consultations center on his client’s business needs and include discussions on tax planning, strategic planning, management challenges, business succession planning, retirement and estate planning and financial planning.
Areas of Specialization
Mergers and acquisitions, entity formation, estate planning, overall tax planning, benefit planning, buy/sell agreements, short and long range strategic planning, financial planning, as well as general business and tax consulting services. He also is trustee of the Warady & Davis LLP 401(k) Plan.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
Education
- Masters of Science in Accountancy, DePaul University of Chicago
- C.P.A. license in the state of Illinois
“There are no traffic jams along the extra mile.”