Steve is a Partner in the Orange County office and leads the firm’s Tax Practice. He has more than thirty years of experience in tax and accounting, providing comprehensive tax planning, tax compliance, and transactional consulting services. He has served a variety of businesses throughout his career; however, his professional focus and technical expertise focus on entrepreneurial companies and high net worth individuals. Additionally, he has significant expertise in the real estate industry.
Prior to joining Cerity Partners, Steve was the founder and managing partner of The Walker Company, LLP, a full-service tax and consulting firm located in Irvine, CA. The Walker Company was frequently hired as a consultant when business owners encountered situations where creative solutions were needed. Much of his career was spent in the Orange County offices of Kenneth Leventhal & Company. During his tenure at Kenneth Leventhal & Company, Steve functioned as a national resource in the areas of partnership taxation, troubled debt restructures and business entity structuring. He left Kenneth Leventhal & Company in 1994 to become the partner in charge of the tax practice of Haskell & White LLP, a large Southern California regional accounting firm.
Steve has a Bachelor of Science in Business Administration with a concentration in Accounting from the California Polytechnic State University at San Luis Obispo and is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.