Dennis C. Stein, CPA

Director, Personal Financial Planning & Individual Tax Services
Dennis C. Stein, CPA

Providing high-quality personal tax and advisory services requires a passion for solving problems and for creating deep and meaningful relationships with my clients.

Dennis is a Partner and Director of DKB’s Personal Tax & Financial Planning Practices.  He mainly focuses on providing personal tax planning and compliance services, and developing tax-efficient financial planning strategies for his clients.  Dennis specializes in the tax planning and compliance needs of professional service organizations, corporate executives and the owners of privately held businesses. He has extensive experience in qualified retirement plan consultation, compensation and benefits planning, and estate and gift tax planning.

Dennis has a unique focus on providing tax-efficient financial planning services to his clients.  There are large tax consequences inside of the retirement and investment decision making process.  Dennis helps his clients to understand how decisions they make now can affect their long term goals.  Through development of a financial plan, Dennis’ clients make strategic decisions to grow their assets, and reduce their tax liability.  His process takes the fear out of planning for the future and makes financial independence a reality.

Education and Certifications

  • Bachelor of Science, Accounting Michigan State University
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

Community Involvement

  • Webster Youth Athletic Community

Beyond DKB

Dennis and his wife Maria reside in Webster, NY.  They have two adult children and one grandchild.  In his spare time he enjoys traveling to Boston to see his children, and taking family vacations.