Senior Manager
Steven Warren, CPA, MBT
Professional Experience
Steve Warren has extensive experience helping small businesses and individuals meet their financial goals. Steve’s specialty tax and small business consulting focus areas include:
• Business plan assistance and business idea feasibility studies
• Assisting entrepreneurs set-up and structure new businesses
• Minimizing client tax liabilities
• Estate planning
• Representing clients before the IRS and state department of revenue
Steve has written and spoken on the best practices for starting a new business, college funding, and protecting yourself from identity theft, among many other topics. He also served as an adjunct professor, teaching accounting to graduate students at the University of St. Thomas’ College of Business.
Click here to download my v-card.
Click here to view Steve’s article on the tax aspects of cryptocurrency
Click here to view Steve’s article on tax aspects of the Secure Act
Click here to view Steve’s article on key Minnesota tax law changes made in 2021
Click here to see Steve interviewed on tax aspects of the 3M settlement with Minnesota
Click here to see Steve interviewed on last minute tax filing tips
Professional Certifications
Certified Public Accountant
Education
University of Minnesota (Minneapolis), Master of Business Taxation
University of Wisconsin (Milwaukee), Bachelor of Business Administration
Professional Organizations
AICPA
MNCPA
Minneapolis CPA Tax Roundtable, Chair
Community Involvement
TwinWest Chamber of Commerce
When I’m not working…
I like to play tennis and ride my bicycle. But mostly my away from work time involves family. My wife and I take great pride in our daughters’ personal growth.