Steven Mcleod, Ea

Steven Mcleod, Ea Email and Phone Number

Operations Coordinator, Tax Specialist @ One Financial Services
Allentown, PA, US
Steven Mcleod, Ea's Location
Allentown, Pennsylvania, United States, United States
Steven Mcleod, Ea's Contact Details

Steven Mcleod, Ea personal email

n/a

Steven Mcleod, Ea phone numbers

About Steven Mcleod, Ea

I am an Enrolled Agent (EA) with over two decades of experience in tax and audit. Prior to joining the team at One Financial Services, I had my own tax and accounting practice. My specialty is in complicated tax situations and I joined the One Financial Services team to augment the advisors and staff in tax related matters as they pertain to client’s investments and savings goals.The financial consultants at One Financial Services are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For links to FINRA and SIPC, please see the contact section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with One Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Steven Mcleod, Ea's Current Company Details
One Financial Services

One Financial Services

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Operations Coordinator, Tax Specialist
Allentown, PA, US
Steven Mcleod, Ea Work Experience Details
  • One Financial Services
    Operations Coordinator, Tax Specialist
    One Financial Services
    Allentown, Pa, Us
    View
  • One Financial Services
    Operations Coordinator, Tax Specialist
    One Financial Services Jan 2021 - Present
    Allentown, Pennsylvania, United States
    The financial consultants at One Financial Services are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For links to FINRA and SIPC, please see the contact section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with One Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Cornerstone Business Services
    Owner
    Cornerstone Business Services Jun 2004 - Jan 2021

Steven Mcleod, Ea Skills

Small Business Payroll Tax Preparation Tax Customer Service Tax Returns Tax Accounting Corporate Tax Strategic Planning Accounting Bookkeeping Leadership Financial Reporting Business Planning Entrepreneurship Budgets Financial Analysis Auditing Income Tax Accounts Payable Quickbooks Team Leadership Business Fixed Assets Accounts Receivable Estate Planning Customer Satisfaction Compliance Process Improvement

Steven Mcleod, Ea Education Details

Frequently Asked Questions about Steven Mcleod, Ea

What company does Steven Mcleod, Ea work for?

Steven Mcleod, Ea works for One Financial Services

What is Steven Mcleod, Ea's role at the current company?

Steven Mcleod, Ea's current role is Operations Coordinator, Tax Specialist.

What is Steven Mcleod, Ea's email address?

Steven Mcleod, Ea's email address is sm****@****ess.com

What is Steven Mcleod, Ea's direct phone number?

Steven Mcleod, Ea's direct phone number is +161073*****

What schools did Steven Mcleod, Ea attend?

Steven Mcleod, Ea attended Geneva College.

What skills is Steven Mcleod, Ea known for?

Steven Mcleod, Ea has skills like Small Business, Payroll, Tax Preparation, Tax, Customer Service, Tax Returns, Tax Accounting, Corporate Tax, Strategic Planning, Accounting, Bookkeeping, Leadership.

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