With a strong background in personal finance, Steve assists our clients with income tax, business, estate, and retirement planning advice so that they keep as much of their earnings and assets for their future. Steve works with individuals, families, and business owners to coordinate the complicated and constantly changing tax laws and regulatory environment. He is great at communicating the issues and potential solutions in common sense, “plain English” style.
Steve has built a wealth of experience in the taxation of vineyards and wineries, estates and trusts, retirement planning, and real estate. He has worked with many non-profit organizations, helping them weave through the maze of regulations and reporting requirements. Steve has also worked through many successful Internal Revenue Service and Franchise Tax Board examinations and complicated collections issues for both individuals and businesses.
Locally, you will find Steve on his bicycle, hiking the foothills, working out at the Y, and supporting youth athletic organizations. He is a member of Solvang Rotary, Los Olivos School District Foundation and Nature Track Foundation, and a past member of the board of Friends of the Library and Solvang Chamber of Commerce.