Contact Steve at firstname.lastname@example.org.
Steve Greer has practiced over thirty years as a Certified Public Accountant and is a partner in the Bend, Oregon CPA practice of SGA CPAs & Consultants. Mr. Greer is licensed as a Certified Public Accountant and Licensed Municipal Auditor in the State of Oregon, having graduated from Portland State University in 1976 with a Bachelor of Science in Business Administration/Accounting. He is accredited by the American Institute of Certified Public Accountants in business valuation (ABV) and has completed the AICPA’s business valuation certification program.
Steve has extensive experience in tax, accounting and financial consulting for closely held businesses. As part of this practice he consults closely held business owners and their families in business succession and estate planning matters. He helps professionals and business owners develop strategies to finance and capitalize their companies, develop purchase or sale strategies, and value business interests, and is frequently called to provide expert testimony in areas of business accounting and valuation.
Mr. Greer is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.
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The IRS requires you to keep your records that support an item of income or deduction on a return until the period of limitations for that returns runs out. The period of limitations is the period of time in which you can amend your return to claim a credit or refund, or the IRS can assess additional tax.
Period of Limitations: