CONTACT US

Stephen Valentine

, Senior Manager

CONTACT

Stephen Valentine
Senior Manager
415.357.4213

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

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.

 

Contact Stephen

* Required