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“If you set your mind on what you can’t do, you will most certainly limit what you really can do.”

Steve specializes in tax preparation and consultation involving, principally, partners in law firms who are engaged in multi-state and international law practices.


  • Practitioner in the accounting industry since 1971
  • Founder and sole practitioner of Stephen L. Newman, An Accountancy Corporation, who recently merged his practice with Wertz & Company in October, 2016

Education & Credentials

  • Certified Public Accountant, California
  • Bachelor of Science (Magna Cum Laude) in Business Administration with emphasis in Accounting, University of Southern California, School of Business

Professional & Community Activities

  • Member Beta Gamma Sigma (International honor society serving business programs)
  • Member, American Institute of Certified Public Accountant
  • Member, California Society of Certified Public Accountants


  • Married to Charlotte since 1969, has five grown children and five grandchildren.
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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.