Stephen Spencer, CPA, MS

Stephen prides himself on being an easygoing, relatable and down-to-earth adviser who never loses sight of the need to respect clients’ time and needs. They also appreciate his ever-present sense of calm, which helps them through often stressful tax-related situations.

Beginning his career in public accounting in 2018, Stephen is heavily involved in working on complex tax provisions for C corporations in the closely held space. He also has experience with high-net-worth individuals, trust taxation and pass-through entities. Stephen works in a variety of industries, with specialized expertise in manufacturing.

• Actively involved in firm training and onboarding, staff development and campus recruiting
• New York State Society of CPAs
• American Institute of CPAs 

Stephen lives in Lockport, New York. A long distance runner, he has participated in many races but will tackle his first full marathon this spring. He also enjoys biking, hanging out with friends and family, traveling and attending sporting events.