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Innovative Financial Solutions Customized To Meet Your Growing Business' Needs
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Steven Molina

Supervisor

Steven specializes in small business consulting and advisory, tax compliance, helping clients in a variety of industries navigate financial complexities with clarity and confidence. His insights and advice have driven the success of many clients by embodying the firm’s motto of Continually Planning Ahead. His expertise lies in delivering tailored financial strategies that support growth and compliance, while fostering strong relationships built on trust and transparency.

In his leadership role Steven also holds a fundamental role in the firm’s internship program and development of new and experienced staff and actively mentors and trains junior staff, fostering a culture of growth, accountability, and excellence. Steven is passionate about mentoring emerging professionals and driving operational excellence within the firm.

Areas of focus

  • Taxation
  • Small Business Guidance
  • Strategic Tax Planning & Compliance

Education

  • SUNY Old Westbury,
    BA & MA Accounting

Jeffrey Moreira

CPA, Supervisor

Jeffrey is known for his collaborative approach, technical proficiency, and commitment to client service embodying the firm’s motto of Continually Planning Ahead. He brings expertise in audit, taxation, and business advisory services while managing a diverse portfolio of clients across industries including construction, retail, and hospitality.

His comprehensive understanding of financial reporting, tax compliance, and business operations allows him to deliver tailored solutions that support both regulatory requirements and strategic decision-making.

Jeffrey is actively involved in the firm’s internship program, where he provides aspiring accountants with hands-on experience and professional guidance. He also mentors and trains junior staff, helping them build strong technical skills and grow within the profession.

Areas of focus

  • Accounting & Assurance
  • Taxation
  • Small Business Guidance

Education

  • SUNY Old Westbury,
    BA Accounting
  • SUNY Old Westbury,
    MA Tax