Steven Kotz
Senior Associate Tax
“I love helping clients simplify their tax challenges and achieve their financial goals with confidence and clarity.”
Experience and Expertise
Steven is a new member of the team bringing over 3 years of experience in public accounting, focusing on compliance and planning for closely held businesses and individual tax. Steven also has experience with nonprofit organizations and possesses a strong foundational knowledge of international tax matters providing a broad range of support to meet diverse client needs.
Approach
Steven views his relationships with clients and colleagues as a partnership to create shared success. Steven uses active listening to understand each client’s goals, concerns and needs to deliver the highest value of service. He looks forward to becoming an integral part of the firm.
Certifications, Memberships, and Involvement
- The Washington State of Certified Public Accountants (WSCPA), member
Education
- Western Washington University – Bachelor’s degree in Accounting/Management Information Systems.
When not in the office, you’ll find Steven…
…spending time with his family at home or out and around the Bellingham/Lynden area.