Steve is a CPA(Maryland) and lawyer. Steve obtained both a bachelors degree in accounting(1983) and a juris doctor(1986) from the University of Kansas.

After working in Beverly Hills and Toronto in the tax department of national firms, Steve moved to Toronto in 1993 and started Crossborder Tax Services in 1997. Crossborder Tax Services provides US and Canadian tax consulting and compliance services to individuals, corporations and other tax professionals in Canada and the US.