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Stephen Valentine

  • Senior Manager, Eisner Advisory Group LLC
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Stephen Valentine is a Senior Tax Manager with 10 years of public accounting experience.  He serves high net worth individuals and closely held entities across a wide range of industries. Stephen’s expertise encompasses tax compliance, planning and research, as well as compilation services. His client base includes high net-worth individuals, trusts, estates, corporations, partnerships, LLCs and S-corporations.

 

Specialties

  • Tax
  • High Net Worth Individuals
  • Closely Held Businesses

Credentials & Education

  • Certified Public Accountant (CPA)
  • Cal Poly, San Luis Obispo: BS, Business Administration (Accounting & Finance concentration)
  • Golden Gate University: MS, Taxation

 

Affiliations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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