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
  • Representing clients before the IRS and state department of revenue
  • Divorce

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 serves 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 interview on 3M’s $850M settlement

Click here to view Steve’s interview on last minute tax filing tips

Click here to view Steve’s interview on tax preparation advice

Click here to view Steve’s interview on year-end tax tips

Click here to view Steve’s interview on tax advice for newlyweds

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. We enjoy watching our daughters play and develop with the school band and their sports teams; and we have adjusted to their beating us at board games.