With nearly two decades of experience in the financial services field, Sean is an expert in medical practice management, health-care consulting and tax planning. Seeing the need for a CPA firm offering dedicated support to physicians, Sean launched the firm that bears his name in 2003. Sean’s professional affiliations include membership in the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants, and the Medical Group Management Association.

With over eight years of experience in taxation, Steve provides a variety of tax services to corporations, partnerships, and high net worth individuals including income tax planning, tax return preparation and review, and IRS correspondence and representation. Steve obtained his Bachelor of Science in business from Eastern Illinois University, where he graduated Magna Cum Laude, and was a member of Beta Alpha Psi. Steve is a CPA licensed in both Tennessee and Illinois and is a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).

Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.