Brian Stein has more than 25 years of audit, accounting, and tax advisory experience. Brian’s area of expertise is managing the financial health of closely-held businesses, entrepreneurs and their families, and not-for-profit organizations.
With a hands-on client service approach and strong technical background, Brian is a highly effective business advisor and problem solver for closely-held businesses, entrepreneurs, and not-for-profit organizations. Brian’s diverse client base concentrates on professional service firms, not-for-profit organizations, and businesses in a range of industries, including manufacturing, wholesale and distribution, retail, and construction. He has successfully represented individual and business clients at tax audits before the IRS and state authorities.
Brian is a co-founder and board member of the Smiles for Scott Foundation, Inc., a charity whose objective is to raise funds to enhance the care and lives of children and their families who are affected by cancer.
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Long Island University, Bachelor of Science Degree in Accounting