Scott A. Stein
CPA | Principal since 2010
Scott was a partner in his own CPA firm before joining our Firm in 1997 and becoming a principal in 2010. His career includes over 40 years of varied experience in public accounting, specializing in business and individual taxation and tax planning.
He is actively involved in consulting services and tax planning for his clients, which include but not limited to business mergers and acquisitions, real estate developers and investors, as well as closely held companies and high net worth individuals. He is also a trusted advisor from the start-up phase to the ultimate exit strategy.
Certifications:
- Certified in Florida and New York State
Affiliations:
- Member of AICPA, FICPA, NYSSCPA and other professional and civic organizations
Bachelor’s Degree in Accounting
C.W. Post College, School of Professional Accounting
Greenvale, New York | 1979
- Detailed tax planning and preparation for businesses and individuals, trusts and estates
- Auditing and accounting engagements for a wide variety of organizations
- GAAP consolidated financial statement preparation and note disclosures
- Strategic, business investment planning and analysis including due diligence
- Asset protection and wealth preservation
- Audit and assurance services
- Consulting
- Business sales and purchases
- Business succession planning
- Marine and marine services
- Professional services (Medical, financial, legal, engineering)
- Not-for-profit
- Construction
- Real estate development and management
- Manufacturing and distribution
- Franchises
- Privately owned businesses