Partner & Chief Of Staff
Current
Aug 2022 - Present
AeroLeads people directory · profile
Timmy Stephen, Cpa, Mst Email & Phone Number
Partner & Chief of Staff
at
Integrus
1 work email found
@integrusfirm.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner & Chief of Staff
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Timmy Stephen, Cpa, Mst? Overview
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Quick answer
Timmy Stephen, Cpa, Mst is listed as Partner & Chief of Staff at Integrus, a company with 23 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at integrusfirm.com and a matched LinkedIn profile for Timmy Stephen, Cpa, Mst.
Timmy Stephen, Cpa, Mst previously worked as Manager at Integrus and Senior Accountant-Real Estate Group at Marks Paneth Llp. Timmy Stephen, Cpa, Mst holds Master’S Degree, Taxation from Baruch College, City University Of New York (Cuny).
Company email context
Email format at Integrus
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*@integrusfirm.com
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AeroLeads found 1 current-domain work email signal for Timmy Stephen, Cpa, Mst. Compare company email patterns before reaching out.
Profile bio
About Timmy Stephen, Cpa, Mst
As Partner & Chief of Staff at Integrus, Timmy assists with overseeing the overall flow of the firm’s operations to ensure that objectives and expectations of all clients, team members, and partners, are aligned.
Prior to joining Integrus, the majority of Timmy’s career was spent as a well-rounded team-player and professional that advanced the ranks of the Real Estate Group at Marks Paneth LLP (recently acquired by CBIZ) where he wore several hats to support the company as priorities and staffing needs shifted throughout his tenure. As a tax professional, Timmy worked on the preparation and review of tax returns and projections for high-net-worth individuals, partnerships, corporations, and trusts. As an auditor, Timmy worked on financial statement compilations, reviews, and audits for real estate and hospitality clients. As a consultant, he worked on off-site engagements for clients that required more hands-on assistance with special projects. As an extended arm of the human resources department on the professional side, Timmy was actively involved with connecting, recruiting, onboarding, and training/coaching new hires at the firm while also spearheading team-development initiatives for the departments. Although he wore many hats, the responsibility that Timmy enjoyed the most was also the one that came most natural to him: empowering those around him to achieve their goals, both professional and personal.
Timmy started his education in accounting and finance when he was admitted into the Academy of Finance, established by the National Academy Foundation, at age 16. He then pursued a higher education in accounting at Baruch College. Additionally, he has an active CPA license in the state of New York. It was during graduate school that Timmy and Jay Anand met and over the course of the program, inherent synergies began to form. As the years carried on, the two remained in contact and during COVID-19 after Jay founded Integrus, Timmy joined as the first employee in January 2021. Since then, Timmy’s mission was to push the firm forward by building out the firm’s infrastructure and accounting process from scratch. Motivated by loyalty and the desire to do right by their incredible staff who contribute to the firm’s success, Timmy’s genuine nature to care for the Integrus stakeholders is the reason he’s risen to Partner & Chief of Staff.
Listed skills include Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, and 18 others.
Current workplace
Timmy Stephen, Cpa, Mst's current company
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Integrus
9 roles
Timmy Stephen, Cpa, Mst work experience
A career timeline built from the work history available for this profile.
Manager
Jan 2021 - Oct 2022
Senior Accountant-Real Estate Group
-Performed audits/reviews/compilations of financial statements for clients in the Real Estate and Hospitality industries, and used the completed engagement binders to prepare federal and state tax returns -Served our firm as a loan staff offering consulting services to The Blackstone Group’s Tactical Operations team assisting with tax compliance for the.
Jan 2015 - Dec 2020
Tax Intern
William T. Mccallum Cpa, Pc.
- Researched current tax laws in order to effectively prepare 2013 federal and local income tax returns for individuals using ProSystemFX
- Collaborated with experienced team members preparing various consolidated financial statements for various business entities like not-for-profits, partnerships, LLC’s, LLP’s, S-Corporations, and C-Corporations using.
- Examined clients’ lifestyles to seek areas in which money can be saved through tax planning
Jan 2014 - Apr 2014
Insurance Billing Assistant
Concepts Of Independence, Inc.
- Reviewed and audited about 1,000 monthly employee insurance benefit premium statements
- Altered corporate database and billing charges when clients are terminated, inactive, or on worker’s compensation
- Relocate clients to different bills when their hours do not suffice the monthly quota for insurance coverages
Sep 2013 - Jan 2014
Accounting/Finance Intern
Hemming+Gilman Productions
- Reviewed and edited proposals/contracts between our company and our clients for the purpose of managing the clients’ not-for-profit fundraising events that had up to 1,200 attendees
- Assisted the Bookkeeper by creating extensive closing reports to send to the Attorney General’s office to show that the funds given were used to help the non-profit organizations raise up to $2,000,000
- Directed by the President/CEO to facilitate communication between herself, clients, and third-party firms that assist in the productions in order to create mutual understanding of duties designated to each party
Jun 2013 - Aug 2013
Northeast Buyer
- Expanded Follet’s customer base by pitching the benefits of the firm at each event and physically creating new accounts to allow us to purchase their old merchandise with the purpose of refurbishing and reselling them
- Updated physical inventory into the system by scanning up to $2,000 of new merchandise a day
- Learned new, innovative, and efficient skills by attending company training seminars online and in person
- Became skilled in coping with customers’ complaints without the presence of an on-site superior
May 2012 - Jun 2012
Food Service Associate
Bagel World, Llc
- Responsible for managing sales transactions totaling up to $2,000 on a daily basis
- Handled the fulfillment of customer orders in order to meet their satisfaction by providing efficient and friendly customer service in a fast-paced environment
May 2011 - Aug 2013
Accounting Intern
- Organized paid invoices in a system that simplified accessibility and improved efficiency when completing billing statements or locating the source of claimed discrepancies
- Created various financial documents like weekly inventories for the supplier (Arctic Glacier) and monthly inventories for the company (Abbey Ice) each of up to $50,000
- Managed the reception desk and handled orders/complaints from customers
Jun 2010 - Aug 2010
3 education records
Timmy Stephen, Cpa, Mst education
Master’S Degree, Taxation
Bachelor'S Degree, Accounting, 3.3
97/100
North Rockland High School
FAQ
Frequently asked questions about Timmy Stephen, Cpa, Mst
Quick answers generated from the profile data available on this page.
What company does Timmy Stephen, Cpa, Mst work for?
Timmy Stephen, Cpa, Mst works for Integrus.
What is Timmy Stephen, Cpa, Mst's role at Integrus?
Timmy Stephen, Cpa, Mst is listed as Partner & Chief of Staff at Integrus.
What is Timmy Stephen, Cpa, Mst's email address?
AeroLeads has found 1 work email signal at @integrusfirm.com for Timmy Stephen, Cpa, Mst at Integrus.
Where is Timmy Stephen, Cpa, Mst based?
Timmy Stephen, Cpa, Mst is based in New York City Metropolitan Area, United States, United States while working with Integrus.
What companies has Timmy Stephen, Cpa, Mst worked for?
Timmy Stephen, Cpa, Mst has worked for Integrus, Marks Paneth Llp, William T. Mccallum Cpa, Pc., Concepts Of Independence, Inc., and Hemming+Gilman Productions.
How can I contact Timmy Stephen, Cpa, Mst?
You can use AeroLeads to view verified contact signals for Timmy Stephen, Cpa, Mst at Integrus, including work email, phone, and LinkedIn data when available.
What schools did Timmy Stephen, Cpa, Mst attend?
Timmy Stephen, Cpa, Mst holds Master’S Degree, Taxation from Baruch College, City University Of New York (Cuny).
What skills is Timmy Stephen, Cpa, Mst known for?
Timmy Stephen, Cpa, Mst is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Powerpoint, Teamwork, Financial Accounting, and Financial Analysis.
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