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.
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. Brian’s diverse client base includes professional service firms, manufacturing, wholesale and distribution, and retail and construction companies. 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