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Our People

Stephen Lanza, CPA, MSA

Tax Manager

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

He advises clients on year-end and multi-year tax planning, including: 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). His depth of expertise ensures that clients are taking advantage of all available short and long-term tax benefits to minimize their tax liability.

Steve is a leader of AAFCPAs’ Tax Innovation and Tax Training Committees, and an in-house trainer on diverse tax topics. He 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.

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