Steven Meyer

Steven Meyer

Associate

Phone: (937) 832-5209
Fax: (937) 836-7095
E-mail:

 

Steven J. Meyer, a certified public accountant (CPA), is founder, CEO, and president of S. J. Meyer & Associates, Inc., a CPA firm in Clayton, Ohio. Steve also is an independent adviser and associate of Smith, Moses and Company, LLC (SMC), an independently owned financial services firm specializing in financial, estate, and investment strategies. SMC has offices in Vandalia and Beavercreek, Ohio.

Steve has been working in the accounting industry since 1977. For SMC clients, Steve provides prudent tax management coordinated with retirement planning. He helps clients select appropriate retirement vehicles, accumulate retirement resources, and preserve investments. As clients enter retirement, Steve assists with the distribution phase. He meets with clients once or twice annually to determine if their plan is on track and rebalances their accounts when appropriate. It is Steve's goal to be his clients' trusted adviser for their tax planning, tax preparation, financial planning, and investment management needs. 

Steve has a thorough background in financial reporting, tax management, and business management, with great emphasis on analytical skills including financial analysis, budgeting, and long-term business planning. At S. J. Meyer & Associates, Steve works closely with top management and business owners, primarily in health care and construction.

Experience:  Steve worked at three CPA firms in southwestern Ohio, providing accounting, auditing, and tax services, before becoming a partner at Bibler, Meyer & Company, CPAs, in 1984. In 1995, he established S. J. Meyer & Associates, which today has a staff of seven team members.

 

Accounting and auditing: Steve’s experience includes audit, review, and compilation engagements, and preparation and review of financial statements. He also has implemented quality control policies and procedures.

Taxes: Steve prepares and reviews tax returns for individuals, partnerships, corporations, non-profit organizations, trusts, and profit-sharing plans. He also implements prudent tax management strategies for businesses and individuals.

Management advisory services: Steve has prepared financial projections, and business valuations;  established job cost systems; prepared Small Business Admin­istration (SBA) loan applications and capital needs analyses. Steve is also involved with analytical and comparative analyses of financial statements, as well as recommending profit enhancement strategies for businesses.

Credentials: Steve received his CPA certificate and license in 1980. He graduated from Saint Joseph’s College in Indiana in 1977, earning a bachelor of science in accounting with a minor in economics. A member of the Ohio Society of Certified Public Accountants (OSCPA), Steve also is a Personal Financial Specialist (PSF) through the American Institute of Certified Public Accountants (AICPA).

Steve has an Ohio insurance license in Life, Accident & Health, and Variable Annuity, and holds these securities registrations:

  • Series 6 (Investment Company Products/Variable Contracts Limited Representative)
  • Series 66 (Uniform Combined State Law)

 

Steven J. Meyer is a registered representative offering securities through FSC Securities Corporation, member FINRA and SIPC. Smith, Moses and Company, LLC is not affiliated with FSC Securities or registered as a broker dealer or investment advisor.