Steven Press, CPA

Steven Press is a CPA and CFE with 10+ years of tax and accounting experience.  He specializes in tax planning for employees and founders of tech and high-growth companies, helping them to maximize the value of their equity compensation. Steven received his bachelor’s degree from Indiana University – Kelley School of Business in 2008, and became a Certified Public Accountant in 2011.

Press Team's Services and Specialties

STOCK OPTION ANALYSIS

Depending on your needs, either a one-time exercise strategy or a multiyear strategy to exercise all of your options.

LIQUIDITY NEEDS AND TRANSACTION ADVISORY

Assistance in evaluating multiple liquidity offers for individuals who want to access the value of their equity before their companies' stock is traded publicly.

TAX PLANNING

Year-round, dynamic tax planning to optimally structure your finances and investments from a tax perspective. This includes navigating trading windows or private stock transactions. This service is inclusive of tax preparation.

TAX PREPARATION

Annual document preparation and filing any tax forms for individual or family taxpayers.
Get Started

FEES

Tax planning fees are charged hourly ($150-$425 per hour)
Minimum tax preparation fee of $1,500

Personalized, modern tax services

Get Started