Senior Tax Manager
Steve is responsible for tax preparation and planning services for clients of Cabot Wealth Management. His primary focus is assisting clients in making decisions that help achieve their overall financial goals and objectives while minimizing the tax consequences. Steve received his Bachelor of Science degree in accounting from Fitchburg State College and his Masters degree in taxation from Suffolk University. He is also a graduate of the National Tax Practice Institute, a training program administered by the National Association of Enrolled Agents, and is a member of both the Massachusetts and National Associations of Enrolled Agents. Steve has over 20 years of taxation experience with individuals and closely held businesses. Prior to joining Cabot, he worked in Boston as a senior tax manager for American Express Tax & Business Services, Inc., and a tax accountant for Nutter, McClennen & Fish, LLP.