Steven Ramos
Steven is a CPA and tax advisor with over 14 years of public accounting experience, helping private and public companies, investors, and ownership groups turn tax into a strategic driver of value. He partners with business owners, finance leaders, and executives throughout the year — not just at filing — to align tax strategy with how the business operates and where it’s going, working fluently across federal, state, and international tax.
Across different business platforms, Steven helps owners and management make the structural and planning decisions that most shape after-tax results — from entity selection to long-term tax strategy. He teams closely with executives and ownership groups, bringing deep command of the mechanics that drive owner economics. The value of that work shows up where it matters most to a business: lower effective tax rates, improved cash flow, and capital freed up to reinvest in growth. By aligning tax strategy with how the business actually operates and where it’s headed, Steven helps owners reduce risk, avoid costly surprises, and keep more of what they earn working toward their goals.
That planning lens extends into transactions, where Steven advises on M&A from both the buy side and sell side, guiding clients through structuring considerations, and on cross-border matters for inbound and outbound businesses. He also brings significant experience in renewable energy, advising sponsors, developers, and investors on energy tax credits, incentives, and tax equity structures, including Inflation Reduction Act–driven planning and credit monetization.
Backed by deep technical command across partnership, S corporation, and corporate taxation, ASC 740, and transaction structuring, Steven translates complex tax concepts into clear, practical guidance and stays engaged from planning through implementation and compliance. Known for a collaborative, client-first approach, he partners closely with companies and business owners — grounding strategy in accurate data and standing alongside them as a trusted advisor at every stage of the business.