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


University of Minnesota (Minneapolis), Master of Business Taxation
University of Wisconsin (Milwaukee), Bachelor of Business Administration

Professional Organizations

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.