Steven Meyerson

Specialties

Tax Preparation-​Individual Income Taxes, Business Income Taxes, Fiduciary Income Taxes, Estate Tax And Informational Returns, Pension Informational Returns, Employee Benefits Returns. Tax Planning — Midyear Income Tax Planning, Year End Income Tax Planning, Retirement Planning, And Estate Planning.

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 a 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.