Steven Caldwell, CPA, M.Ec.


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Experience Highlights

As a partner, Steve provides tax planning services to a variety of privately held businesses, including manufacturing, wholesale, retail and construction industries. He specializes in taxation for privately held regular corporations, S corporations, individuals, partnerships and limited liability companies.

Steve is frequently called upon to provide advice on mergers and acquisitions and corporate structuring. He is a frequent speaker and author on a variety of taxation subjects. Steve was featured by Money Magazine as one of the outstanding tax professionals in the country and authored their annual “Tax Test.”

Professional Education
  • University of Bridgeport - Bachelor of Science in Economics
  • Southern Connecticut State University - Master of Science in Economics
Professional Organizations & Activities
  • American Institute of Certified Public Accountants - Tax Division
  • Connecticut Society of Certified Public Accountants - Past Member, State Tax Committee

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