Steve Koons

About Steve Koons

Stephen Koons is a Director with Baker Tilly US. He is an experienced financial professional with expertise in business and intangible asset appraisal, economic damage analysis and litigation services. Mr. Koons performs business and intangible asset valuations for income, estate and gift tax purposes, dissenting shareholder/minority oppression actions, marital dissolutions, mergers and acquisitions, not-for-profit transactions, charitable giving and other purposes. He also performs economic analyses of lost profits and other commercial damages, analyses of individual damages, and forensic accounting analyses. Mr. Koons has served as a court-appointed business appraiser/accounting expert and has provided expert testimony in various Superior Courts in the State of Arizona and in United States District Court regarding business valuation, income for support purposes, commercial damages, lost profits, asset tracing, and breach of contract cases. He has also served as a court-appointed Special Master in binding arbitration. Prior to joining Baker Tilly US as Director, Mr. Koons served as Director with Henry & Horne for almost 16 years. He previously operated his own business valuation and litigation consulting practice in Phoenix. Mr. Koons also served in various capacities including as the founder of his former consulting firm in southern Arizona, as principal of his home building/real estate development firm in southern Arizona, as Executive Vice-President of a real estate development firm and as Tax Manager for an international accounting firm. Specialties: Business and intangible asset valuation, forensic accounting, commercial damages, individual damages, family law matters, business divorce and other financial disputes,

Experience

1. Director

   Baker Tilly US

   Dec 2022 — Present

   He is an experienced financial professional with expertise in business and intangible asset appraisal, economic damage analysis and litigation services, including expert witness testimony. Mr. Koons performs business and intangible asset valuations for income, estate and gift tax purposes, dissenting shareholder/minority oppression actions, marital dissolutions, mergers and acquisitions, not-for-profit transactions, charitable giving and other purposes. He also performs economic analyses of lost profits and other commercial damages, analyses of individual damages, and forensic accounting analyses.

Education

• Various Continuing Education Programs

  Valuation and Forensic Accounting

  1977

• University of Arizona

  Master of Accounting (emphasis in taxation), Federal Income, Estate & Gift Tax

  1974 — 1975

• University of Arizona

  Bachelor of Science in Business Administration, Major in Accounting

  1970 — 1974