Steve has over 40 years of public accounting experience. Steve is now a Senior Advisor at Wallace Plese + Dreher where he previously led the Firm’s tax practice providing planning and consulting to individuals and businesses in manufacturing, distribution, technology, real estate, and construction. He specialized in domestic and international tax, helping U.S. and international businesses with structuring and global expansions. Steve limits his work to providing consulting and advising on a special project basis.
Steve understands Arizona’s professional and business community. He guided businesses and individuals through the Great Recession and counseled clients on COVID-19 tax-related issues. From startup to maturity, Steve gave advice to entrepreneurs starting their first business, family-owners transitioning leadership, and companies purchasing and selling businesses. Recognizing each client’s goals and objectives are unique, he incorporated industry knowledge and tax reduction strategies into business planning. Focused on long-term client relationships, many of the clients he has served have spanned his entire career.
Steve’s involvement in professional, business, and industry organizations keeps him informed of economic and political developments impacting Arizona’s businesses and professional community. Steve is dedicated to educating his peers and supporting the next generation of accounting professionals. Steve is a frequent speaker at ASCPA’s Arizona Tax Workshop and serves as an Advisory Board Member. He also serves on the Arizona State Board of Accountancy. In 2018, Steve was recognized as an AzBusiness Leader. He is on the Board of Directors of Phoenix Committee on Foreign Relations, and is the Treasurer. Steve also serves on the Advisory Committee, U.S. Global Leadership Coalition (USGLC). In 2020, he was appointed by the U.S Secretary of the Department of Commerce to the Arizona District Export Council where he serves on the Executive Committee as Treasurer.
Arizona State University, Bachelor of Science, Accounting
Business tax planning
Mergers and acquisitions (M&A)
Ownership transition and succession planning
Strategic tax planning
Certified Public Accountant - State of Arizona
Arizona State Board of Accountancy - Board Member
Arizona Society of Certified Public Accountants (ASCPA) - Arizona Tax Workshop – Advisory Board Member