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About Us

My Firm

As a a sole practitioner, I work on all client projects myself, giving them the benefit of my personal attention and expertise. However, I do have a network of good professionals I work with, from bookkeepers to attorneys that I can call on when needed.

Like many entrepreneurs, I started my business in a home office. This has worked very well for me, especially during tax season when hours are long. There is no commuting time and during January and February tax work is never curtailed by snowstorms! In July, 2010 I expanded my practice to Connecticut, opening an office in Greenwich. This provides a very nice business setting for meetings with clients.

My experience is long and varied. After graduating from the University of Connecticut in 1975 I started with a small CPA firm in Stamford, CT where I learned payroll taxes, sales taxes and how to produce accounting records. I also prepared financial statements and income tax returns. Later I tried my hand at corporate accounting with a Fortune 500 conglomerate in White Plains, NY working on SEC reports and consolidated financial statements. From there I moved on to manage the accounting department of a chemical manufacturer, before returning to public accounting in 1986 with local firm in Greenwich. In 1998 I became a tax manager in the White Plains office of a CPA firm that was ranked in the top 40 in the country when I decided to hang out my own shingle in 2007.

Over the years I developed a love of small business and a talent for working with business owners. My experience has been unique in that I’ve not only worked in public and private accounting, I’ve also served in CPA firms both small and large. The spectrum of my experience ranges from the specifics of payroll taxes and QuickBooks, to multi-state corporate taxes and sophisticated tax planning. I learned how to research tax issues and became a seasoned veteran when it came to dealing successfully with government agencies and tax audits.

Our Team

Steven S. Wortman, CPA (914) 450-8917

My Credentials:

Certified Public Accountant: Connecticut since 1987, New York since 1993.

B.S. in Accounting- Cum Laude 1975, University of Connecticut

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