Our Team

Lee Steinmetz, CPA, MBA

Lee Steinmetz, CPA, MBA, Partner and Tax Director

Lee Steinmetz, CPA, MBA, is a Partner who joined the firm in 1999. Lee brings over 30 years of experience, specializing in tax and accounting for individuals, small businesses and retirement planning.

Lee is currently a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants (NYSSCPA). He is a former Chairman of the Nassau County chapter of the NYSSCPA’s State and Local Taxation and Computer Usage committees, and has served on both its Executive Board and Board of Directors. Lee has lectured for various business and professional organizations, including the NYSSCPA, and is routinely quoted in a variety of financial publications.

Lee holds a BBA in Accounting from Adelphi University and a MBA in Finance from Hofstra University.

Lee enjoys doing home renovations for himself and his friends on Long Island. He also enjoys spending time with his wife and two children, skiing, and playing golf and softball.

Taxes to us are not just about filing returns, but providing enormous value to our clients – from tax-efficient investment strategies to trust and estate planning – year in and year out.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.