Stephen Leonard

Experience

1. Tax Principal

   Baker Tilly US

   May 2025 — Present · Savannah, GA, US

   Stephen is a principal in Baker Tilly\'s tax department where he focuses on closely held businesses and its owners on compliance, consulting, and advisory needs from income tax and estate planning, succession planning, mergers and acquisitions, and reorganizations. Stephen has experience in a number of industries such as professional services, retail, manufacturing, warehousing and logistics (3PL), insurance agencies and brokerages, restaurants, real estate, and foreign owned businesses.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Seattle, Dallas, Atlanta, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with professionals.

Skills

• Auditing
• Succession Planning
• Tax
• Federal & State Income Tax Compliance
• Financial Accounting
• Accounting
• Gaap
• Financial Analysis
• Mergers & Acquisitions
• Microsoft Office
• Cpa
• Estate Planning
• Financial Reporting
• Microsoft Excel
• Business Formation