Our Professionals

Steve Green   PARTNER - TAX SERVICES

Steve Green manages the firm’s Carlsbad office, where he focuses primarily on tax planning, business consulting, and tax compliance services. Steve serves a diverse group of business clients, in areas including real estate leasing and development, law firms, restaurants, vineyards, retail, and manufacturing. His non-business clients include high net worth individuals and their families, trusts, attorneys, investment advisers, physicians, other professionals, and related tax planning vehicles. Steve represents businesses, trusts, and individuals before the Internal Revenue Service. He also offers consultations on stock option planning, fiduciary accounting, charitable and family gifting, and retirement plans.

PROFESSIONAL AFFILIATIONS AND LEADERSHIP

Member of the American Institute of Certified Public Accountants
Member of the California Society of Certified Public Accountants
Presentations on passive activity loss limitations, Section 529 and stock option planning

EDUCATION

Bachelor of Science in Economics, University of California, Berkeley
Master of Science in Taxation, Golden Gate University, San Francisco

HOBBIES AND INTERESTS

Coaching youth baseball and basketball, golf, bluegrass