Stephen R. Brady

Partner, CPA, JD

Steve is a Partner specializing in providing tax and business consulting services to closely-held entities and their owners. His clients include companies in the investment, manufacturing, retail, real estate, distribution, not-for-profit, food service, gaming and hospitality industries.

He has over 30 years of experience, including 12 years with the Buffalo office of an international accounting firm. His experience also includes 8 years directing the tax function of a $1.7B closely-held multi-national diversified company, doing business in 30 states and 5 countries. He also spent 2 years as the Executive Director of a Western New York non-profit agency.

His selected experiences include:

  • Tax consulting and compliance services for publicly held and privately held companies, including worldwide tax minimization planning, multi-state tax planning, and repatriation planning.
  • Structuring, planning and due diligence related to acquisitions, sales, and start-up ventures.
  • Estate planning and succession planning for closely-held business owners.
  • Representation before the IRS related to corporate and individual income tax audits, as well as income, sales, and property tax audit representation before many State tax agencies.
  • Personal financial planning and retirement planning.
  • Cost segregation and fixed asset studies.

Steve’s professional and community affiliations include:

  • American Institute of Certified Public Accountants
  • Erie County Bar Association
  • Financial Planning Counselors of Western New York
  • Love the Children Adoption Agency of WNY, Board Member
  • The Jolly Boys of Williamsville, Inc., Board Member

Steve holds a BS in Accounting from Canisius College and a JD from the University at Buffalo Law School.