Steve is a Certified Public Accountant (CPA) and specializes in tax planning, tax preparation, payroll and bookkeeping. Like his predecessor, James A. Tomolo Jr., CPA, he believes in building long lasting relationships with clients and providing more value than your average CPA. Steve is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and fell in love with the financial planning profession after working for wealth management firms at the corporate level and seeing first-hand the value that a coordinated approach to finances can make to clients. As both a CPA and CFP®, Steve can help clients see “the big picture” and assist them in minimizing their tax liability through careful planning.
Steve graduated with a Bachelor of Science degree from Keene State College and holds a Master of Business Administration from Fairleigh Dickinson University.