Steven was born in the Carolinas. He earned both his bachelor’s degree in accounting and a master’s degree in business from Arizona State University. In 2014 Steven passed the CPA exam and subsequently became a tax manager upon receiving his CPA license certification. His tax focus has been partnerships, S Corporations, and individuals. His main passion in tax is helping people and their businesses create ways to significantly reduce taxable income.

He also enjoys helping business owners with retirement planning and staying on track for the future. While not helping clients minimize their taxes, Steven enjoys going to the mountains and spending time with his family. He also loves reading history books and military history.