Stephen Lanza, CPA, MSA

Steve provides proactive tax and business advisory services to private, and often family-owned businesses in a variety of industries, including: construction, manufacturing & distribution, and retail. He specializes in providing federal and state tax planning and compliance for C Corps, S Corps, partnerships & their owners.

As a leader in AAFCPAs’ Construction Practice, Steve serves general and specialty contractors, heavy construction contractors and homebuilders, and material and equipment suppliers. He helps clients retain more of the money they earn by introducing them to all tax-savings opportunities available. Whether it is reducing owners’ individual tax burden or applying for tax credits and incentives for the company, Steve’s experienced strategic and technical guidance saves clients money.

Steve consults with new clients on Tax Compliance Readiness to help ensure internal financials and processes are efficient and organized to ensure auditable records that support tax strategies. He advises clients on year-end and multi-year tax planning. This includes guidance related to changing tax code; monitoring and forecasting of income and operations in order to avoid year-end surprises; historical and current year activity to ensure accuracy and completeness of federal and state filings; opportunities to maximize federal and state tax credits; and minimizing the impact of the Alternative Minimum Tax (AMT).

Steve is a past winner of AAFCPAs’ peer-nominated Excellence in Client Service award which recognizes those who continuously make an exceptional effort and exemplify the firm’s core values. He is recognized by peers for his ability to take a leadership role. He creates a motivational environment in the Tax Practice that adds value and inspires others to act and builds trust.

Education:

• University of Southern New Hampshire – Master of Science in Accounting (MSA), Taxation Concentration

• University of New Hampshire – Bachelor of Science, Accounting

Professional and Civic Associations:

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants