Steve earned a B.S. in Accounting from Brigham Young University and an M.B.A. from the University of Phoenix. He worked in the Arizona Credit Union industry for 30 years as a Chief Financial Officer overseeing accounting departments, managing large credit union investment portfolios, and serving as Corporate CU of AZ Supervisory Committee Chairman for 10 years. He worked with management teams and coordinated CPA audits as well as examinations performed by State and Federal examiners. Having worked as a tax professional for over 30 years, he is a member of the National Association of Tax Professionals. He has prepared individual, corporate, and partnership returns and provides tax consulting and planning for his tax clients all year round. He is also available year-round to assist with IRS requests for information, letters, and audits. In his community, he serves on the Board of Directors for the Cameo Foundation which provides support and assistance for victims of domestic violence. He has been a resident of Arizona since 1973. Stephen is married with 4 adult children and 8 awesome grandchildren. He is active in golf and racquetball when time permits.
- B.S. Accounting
- M.B.A.
- Member of the National Association of Tax Professionals (NATP)
- Serves on the Board of Directors for the Cameo Foundation
- Arizona resident since 1973
- U.S. Army Veteran