Steven P. Bortnick

CPA

PARTNER

SUMMARY

Steven serves on the Firm’s Executive Committee. He has over 30 years of experience in public accounting providing generations of entrepreneurs and their families with tax, accounting, estate planning and business advisory services. His practice includes clients with businesses in the healthcare industry, wholesale product distribution and light manufacturing, insurance agencies, third party administrators and real estate management. Having personal involvement in a family-owned manufacturing and distribution business, Steven brings significant first-hand experience and knowledge to his engagements.

Specialized Industry Knowledge

  • Healthcare
  • Wholesale Product Distribution
  • Manufacturing
  • Insurance Agencies
  • Third Party Administrators
  • Real Estate Management

SERVICES

  • Tax
  • Accounting
  • Estate Planning
  • Business Advisory

EDUCATION

  • B.S. in Accounting – Franklin and Marshall College

Licenses

  • CPA (Certified Public Accountant)

PROFESSIONAL AFFILIATIONS

  • NJCPA (New Jersey Society of Certified Public Accountants)
  • AICPA (American Institute for Certified Public Accountants)