Joseph P. Steffan, CPA, MBT, has broad tax experience working with clients in diverse industries including technology, retail, and professional services. Joe specializes in tax compliance and consulting services for closely-held businesses and their owners.
The most rewarding part of Joe’s career is earning the role of trusted advisor for his clients. Providing value-added services for clients means he is doing more than just reviewing numbers on a tax return. He puts himself in his clients’ shoes to help them make educated decisions that further their business and personal goals, and they appreciate his proactive, no-surprises approach.
Joe is a graduate of Drake University with a BSBA in Accounting & Finance, and received his Master in Business Taxation from University of Minnesota – Carlson School of Management. He is a member of the AICPA and MNCPA. In addition to his work with clients, Joe is dedicated to mentoring younger staff.
Born in Milwaukee, WI and raised in Mankato, MN, Joe enjoys movies, travel, hiking, home brewing, reading, attempting to play golf, and card games. Like many homeowners, he’d spend an extra free day every week catching up on projects around the house.
Favorite sandwich: Do tacos count?
By Joseph Steffan, CPA, MBT Earlier this year, the state of Minnesota enacted a new Pass‐Through Entity Tax election for S corporations and partnerships. The Pass‐Through Entity Tax is effective...