Steven Meyerson

Specialties

Focusing on tax planning and preparation for individuals and businesses. Real Estate Partnerships/​LLCs, trusts and estates. Divorce Specialist

History

Established in 2007.

Opened my office in November of 2007. Moved to current location in November of 2011

Meet the Business Owner

Steve M.

Business Owner

I am a Certified Public Accountant and have been in practice for more than 30 years. My office is located in Mequon, Wisconsin. The practice emphasizes tax planning and preparation. My client base includes individuals in 16 states and 3 foreign countries. I am financial advisor to many real estate partnerships and closely held businesses and have substantial experience in trust and estate taxation. I have also been trained as a divorce specialist and serve as a financial neutral in collaborative divorce cases.

Both my undergraduate degree in accounting and my masters degree in taxation were earned at the University of Wisconsin Milwaukee. I am a member of the Wisconsin Institute of Certified Public Accountants, the National Association of Tax Professionals, the Collaborative Family Law Council of Wisconsin and the International Academy of Collaborative Professionals.