Brett Steier, CPA

Tax Sr. Associate

“I enjoy being able to assist with life’s biggest expense—taxes—and providing exceptional service to clients in my piece of their overall financial picture.”

Brett’s Story

In his role, Brett assists in the preparation and completion of tax returns, projections, and tax planning, helping clients manage one of life’s biggest expenses—taxes. He strives to provide exceptional service, ensuring that his contributions fit seamlessly into clients’ overall financial strategies. 

Outside of work, Brett enjoys playing golf, pickleball, and watching sports, especially football. He also has a keen interest in bourbon and enjoys exploring new varieties. 


Specialties: accounting, tax planning

Education

Xavier University, BS, Accounting
Xavier University, MA, Accountancy

Designations

Certified Public Accountant

Community Involvement (1)

  • Accounting for Kids, Volunteer

Interested in working with
our team?