Steve is an experienced and detail-oriented professional specializing in tax services and is committed to helping individuals and small businesses with a business plan, paying less taxes, and helping them foresee and navigate future risks.

Oversaw tax provision (ASC 740) and US income tax compliance. Guided transition from status as subsidiary of Questar to separate company with individual filing requirements. Co-developed tax costs for various scenarios. Worked closely with external auditors in streamlining audit of provision process. Guided interaction with IRS as part of ongoing CAP program. Supervised accountants responsible for company’s property and sales tax returns.• Transitioned company to OneSource Tax Provision from Excel, greatly streamlining provision process.• Utilized Excel skills to improve 20,000-line depletion schedule.• Implemented taking oil and gas marginal well credits which resulted in approximately $2 million in annually tax savings.

Directed all accounting procedures to ensure complete compliance with federal, state and local levels. Supervised and managed team transitioning from filing two entity federal returns with 40 state tax returns to 30-entity federal return filings and 400-plus state tax returns annually. Prepared foreign information returns for consolidated group (forms 5471, 8858, and 5472). Calculated foreign tax credits and foreign source income on Form 1118.• Part of tax team transitioning from two-company, $80,000,000 tax entity to 30-entity, $700,000,000 company. • Created consolidated Excel ASC 740 work-papers used for all 30 companies, saving tax team valuable hours in provision process.• Developed and managed 163(j) interest stripping calculation.

Staff Sergeant in the Commo Section of the 2/222nd Field Artillery. Team Leader of a Commo and Wire Team. Learned Great Leadership skills with time in the National Guard.

Reviewed and prepared federal and state corporate tax returns. Developed tax work papers and analyzed multi-state tax issues. Worked on multi-entity clients filing in various states.

Prepared federal and state tax returns. Organized ASC 740 Tax provision on monthly, quarterly, and annual basis. Created Excel schedules to streamline process and save time and resources.