Philosophy

Regardless of what your needs are, the foundation of our services is built on four main principles:
  • QUALITY
  • TRANSPARENCY
  • COMMUNICATION
  • RELATIONSHIPS
If you are looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. We will work with you to understand your situation and tailor a solution that is right for you.

Profile

Steven M. Kass, EA

Steve founded Alignment Partners in 2012 after a 25-year career as a Wall Street executive. Throughout his career he specialized in organizational alignment and re-engineering businesses (people, process, and technology). He is the Managing Director of the firm and has extensive experience interacting with all corporate levels across a broad spectrum of business and functional disciplines. Steve has advised clients from start-up to Fortune 500 companies, across multiple industry sectors, including non-profits.

Steve maintains an Enrolled Agent designation as a Federally licensed tax practitioner with rights to represent clients before the Internal Revenue Service (IRS) and all 50 State taxing authorities. With this designation, Steve also provides tax preparation and tax resolution services to both individual and corporate clients. He is a member of the National Association of Enrolled Agents (NAEA), New York State Society of Enrolled Agents (NYSSEA) and the American Society of Tax Problem Solvers (ASTPS).

During his corporate career, Steve held positions with MF Global, Investment Technology Group (ITG), The Bank of New York, Lehman Brothers, Bankers Trust and Georgia-Pacific.

Steve received his B.S. in Accounting from Binghamton University and his MBA from The University of North Carolina @ Chapel Hill.  He currently sits on several corporate and non-profit Boards.