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Steve has consulted with clients in a wide range of industries on accounting and tax matters since 1983. His focus is state and local taxes, incentives and credits, and economic development. Prior to joining Moss Adams, Steve was with a Big Four firm for 10 years. For four of those years he served as a partner of the state and local tax practice in their Dallas office. He also served as the national product leader for the sales tax systems practice, a member of the national tax practice technology team, and the lead tax partner on several Fortune 1000 clients. In those roles, Steve worked with many companies to assess and implement tax strategies, systems, and solutions. His work brings him in regular contact with both large and startup companies seeking to implement best practices.

Steve has represented clients on numerous state tax issues including multistate sales and use taxes, gross receipts, compensating, oil and gas severance taxes, corporate income tax, multistate tax and state tax planning. He also spent seven years as the director of the audit and compliance division of the New Mexico Taxation and Revenue Department. He also spent seven years in the audit practice of another Big Four accounting firm.

Selected Publications

• "“$55 Million Is Available During the Final Application Period in the California Competes Tax Credit Program" (Moss Adams Alert, February 2018)
• "State Income Tax Implications of the Tax Cuts and Jobs Act" (Moss Adams Insight, February 2018)
• "Economic Development: Transparency and Reporting of Tax Abatements" (Albuquerque Journal, January 2017)

Selected Speaking Engagements

• New Mexico Emerging Issues & Ethics
  (New Mexico Society of CPAs, May 2017)

Professional Affiliations

• Board member, Albuquerque Economic Development Inc.
• Board member, New Mexico Association of Commerce and Industry
• Former state representative, Executive Committee, Multistate Tax Commission
• Member, American Institute of Certified Public Accountants
• Member, New Mexico Society of Certified Public Accountants
• Past president, Western States Association of Tax Administrators
• Treasurer, New Mexico Tax Research Institute

Community Involvement

• Past chair, New Mexico Special Olympics
• Past chair, Quality New Mexico
• Past chair, Board of Trustees, Albuquerque Community Foundation

Education

• BA, economics, University of New Mexico
• MBA, Anderson School of Management, University of New Mexico