Tim

Tim Stephens, CPA, MST

Senior Tax Partner

Tim Stephens is a Senior Tax Partner at Wright Ford Young & Co. and has been with the Firm since 1997. Tim is responsible for serving clients as a key tax and business advisor. He also provides technical leadership and knowledge sharing to Wright Ford Young & Co team members.

Professional Experience

Tim has been practicing in public accounting since 1991, having previous experience at Kenneth Leventhal & Company and Ernst & Young LLP. His range of experience includes planning and structuring for partnerships, LLC’s, corporations and disregarded entities. Tim has been involved in providing business and tax solutions for clients in many transactions including sales, mergers, acquisitions and reorganizations. Tim is a client advocate who has represented and advised clients in all aspects of tax controversies, through the audit, appeals and settlement levels, before the IRS and various state agencies.

Tim’s industry experience and focus is on real estate developers, managers and investors, manufacturing, distribution, service businesses and high net worth individuals and families.

Functional Areas of Practice

  • Tax Compliance
  • Tax Advisory and Planning
  • M&A Advisory
  • Exit Planning Advisory
  • Real Estate and Construction
  • Manufacturing and Distribution
  • Professional Services Firms
  • High Net Worth Individuals

Education & Certifications

  • MST, Golden Gate University
  • BS, Chapman University
  • Certified Public Accountant

Professional Associations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • MGI North America

Personal

Tim is married with three adult children. He is an avid cooking/food connoisseur and wine enthusiast. He also enjoys guitar, golf and travel.

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