Helping clients is much more than just completing the tax return. Listening to my clients and understanding their goals goes a long way towards being a valuable resource.
Steve delivers comprehensive tax and advisory services to the business and personal clients of DKB. He prides himself on his ability to build long-lasting client relationships while providing high quality customized services based on his clients’ unique goals and concerns.
Steve works with his clients to perform tax planning, including personal and business projections, as well as recommend steps to lessen their tax liability. He works hard to analyze and research complex accounting and tax topics relating to his clients’ business transactions to ensure accurate reporting and informed business decisions.
Steve brings particular expertise to our clients who operate in the real estate industry. He works with real estate clients who operate in multiple states and have over $1 billion in assets and is proficient in areas such as purchase and sale of real estate, depreciation, and partnership income allocations. His knowledge and level of service to DKB’s real estate clients is unmatched. In addition to real estate, Steve also works with clients who operate in the medical and manufacturing industry as well as individuals.
Steve earned a Bachelor of Science degree in Accounting from the State University of New York College at Geneseo and his Master of Science degree in Accounting from the University of Rochester’s Simon School of Business. He is a member of the AICPA and is active with the Harrisburg Young Professionals.
Steve currently resides in Rochester, NY. He volunteers with TEDx Flour City and the American Heart Association. In his spare time he enjoys playing sports, and traveling to new places.