Stephen is a director in our audit group with over 15 years of experience providing accounting, audit, tax, and business advisory services to a variety of industries, including manufacturing/ distribution, construction, healthcare, and employee benefit plans.
Stephen has extensive experience auditing single-employer defined contribution 401(k) plans and benefit plans. He advises clients on 401(k) and pension plan compliance, and helps identify ways to reduce administrative costs within these plans.
Stephen was a director at KAF, which joined Citrin Cooperman in 2016.
Presentations and Publications
Steve has presented numerous seminars on various topics.
Steve is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).
Education & Licenses
Steve earned a B.S. in Business Administration with a concentration in Accounting from the University of Massachusetts Boston. He is a Certified Public Accountant in the State of Massachusetts.