About Steven

Steven Boultbee is a Director in the Firm’s San Francisco Tax Practice. He is a certified public accountant in California and has more than 14 years of experience in individual and business entity taxation. Mr. Boultbee has significant experience with Closely-Held Corporations, Emerging Business and High-Net-Worth Individuals and Families.

In addition to his strong technical expertise, Steven has extensive consulting experience in tax planning, research and compliance services.

Prior to joining the Firm, Steven served as a Tax Manager at a regional firm and began his career at one of the Big Four. Mr. Boultbee feels a great sense of satisfaction in helping out his clients and consistently exceeds their expectations through a unique combination of experience, expertise, integrity and objectivity.

Professional & CIvic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Subject Matter Expertise

Individual Taxation
Closely Held Corporations & Partnerships
Trusts & EstatesEstate and Trust Taxation
Tax Planning, Research and Compliance

Practice Focus

Closely Held Corporations
High-Net-Worth Individuals & Families
Nonprofit
Emerging Business

Education

B.S. Degree in Business Administration with majors in Accounting and Finance
The University of Arizona

M.S. Degree in Taxation
Golden Gate University