Stephen Hart

Stephen is a Certified Public Accountant and holds a Master of Science in Accounting with emphasis on Taxation from Robert Morris University in Pittsburgh, Pennsylvania.

He brings a wide array of experience. Beginning his career at a Big 4 firm, he gained extensive knowledge and experience in trust, estate, and individual taxation. Shifting to a smaller firm, he managed a tax practice for a suburban Orlando CPA firm, specializing in closely held businesses and their high-net-worth owners. Later, he moved to the Wake Forest area and joined a Fortune 20 company, focusing on corporate tax and the reporting of specialized transactions. Stephen is thrilled to be back with a smaller practice where he directly impacts client’s lives by helping plan their financial future while minimizing the impact of taxes. 

Outside of work, Stephen enjoys going to the gym, keeping up with real estate investments, volunteering with causes benefiting children, traveling, and occasionally going salsa dancing. The beach is his happy place, but Falls Lake will do in a pinch.