At a glance

Steve provides income tax planning, accounting and consulting services to a variety of clients and industries.  While he services clients in many different industry sectors, he specializes in servicing physicians and medical groups and practices.  He joined Dopkins in 1987.

Principal areas of expertise

• Individual, Corporate and Partnership taxation
• Representation during tax examinations
• Business consulting
• Tax and succession planning
• Valuations of Closely held businesses
• Financial reporting and accounting
• Qualified plan design and implementation
• Personal financial and estate planning
• Entity structuring and formation

Designations

• Certified Public Accountant
• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Life Underwriter

Professional affiliations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, NYS Society of Certified Public Accountants (NYSSCPA)
• Member, National Association of Certified Valuation Analysts (NACVA)

Community Service

As a steadfast supporter of the community, Steve has served several organizations in a leadership capacity. His prior board commitments include:

• Past President, Erie Community College Foundation Board
• Former Member, Erie County Cultural Resources Advisory Board

Education

• B.B.A., Business Administration, cum laude, Niagara University

Blog Posts

• Services for the Unexpected: Scalable Processes and Controls with Dopkins CAAS Team (Part 4 of 4)
• Services for the Unexpected: Connected Data with Dopkins CAAS Team (Part 3 of 4)
• Services for the Unexpected: Real-Time Visibility with Dopkins CAAS Team (Part 2 of 4)
• Services for the Unexpected: The Right People with Dopkins CAAS Team (Part 1 of 4)
• Business Operations during NYS 100% workforce reduction
• Court’s Decision Limits IRA Rollovers
• Beware: “Largest Ever” Phone Fraud Scam Targeting Taxpayers