Stephen Berkeridge — CPA, CFE, MS in North East, Maryland
SB
Services Offered
Tax Planning
Estate & Trust Services
Financial Planning
Nonprofit Accounting
Specialties
Individual Tax Preparation
Individual Taxes: Strategies are developed, implemented and monitored around each individual's situation.
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Retirement Planning
Tax Planning
Business Tax Preparation
Small Business/Corporation Taxes
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Business Consulting & Advisory
Risk Management Analysis
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Estate & Trust Tax
Estate Planning: Aims to mitigate tax impacts and benefit clawbacks, alongside retirement and legacy planning.
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Nonprofit Accounting & Tax
Not-for-Profit Taxes: Planning starts well before the filing date.
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Industry Expertise
Nonprofits
About Stephen Berkeridge
Stephen Berkeridge, CPA, CFE, MS, runs Berkeridge Financial Services in North East, Maryland. Berkeridge earned an Associate's degree in Business and Commerce Technology with accounting and banking options from Cecil Community College in 2002, a bachelor's degree in Business Management from the University of Baltimore and a master's degree, and is an adjunct professor at Cecil Community College teaching taxes and accounting.
Education
Cecil Community College, Business and Commerce Technology (AAS)
University of Baltimore, Business Management (BA)
Stevenson University, Forensic Studies, Accounting (MS)
Certifications & Licenses
Certified Fraud Examiner (CFE)
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
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