With over 40 years of experience in public and private accounting, Steve provides full services of tax and financial planning for closely held businesses and their owners. The tax practice primarily includes small to mid-sized businesses and their owners and handles tax compliance as well as planning and consulting. Financial services have been performed for manufacturing, distributors, retail, vending, real estate and other industries. His area of practice in personal financial planning includes planning and consultation for estates and trusts and specifically addresses estate planning and retirement planning, uses and applications of individual retirement accounts, and business succession. He is accredited by the AICPA as a Personal Financial Specialist and has presented seminars on a variety of tax, estate planning, retirement, and financial topics.
Steve is a Past-Chairman of the Oklahoma Society of CPA's and has also served as a Director and participated/chaired several committees including the Financial Literacy Committee, Accounting Careers Committee, New CPA’s Committee, Personal Financial Planning Committee, and the Liaison for Educational Institutions Committee. Steve is also the past Chair of the OSCPA Education Foundation.
He is one of nine CPA’s in the state of Oklahoma chosen in 2004 to represent the profession as a CPA Ambassador and is one of the active media relations contacts for the OSCPA providing regular interviews with local television media and is quoted regularly in the Tulsa World. He has served on the Nominations Committee for the OSCPA in the years 2002-2003, 2005-2006, 2006-2007, 2017-2018, and 2018-2019 .
Steve has had the opportunity to provide frequent television and print media interviews and has been seen regularly on KJRH television interviews responding to a variety of tax and financial questions.
Specialties: income tax planning and preparation
estate and trust planning
estate and gift tax return preparation