Worcester, MA., October 2, 2023 - Cunningham & Associates - a leading national specialized tax advisory that helps business owners and high net worth individuals reduce their taxes and build wealth - announced that it has added Steve Lanza as Director of Strategic Alliances. Lanza will leverage his understanding of the public accounting industry landscape to foster new partnerships with CPAs and Wealth Advisors to empower clients with knowledge and support the implementation of innovative tax solutions.
“We are extremely excited to have Steve joining us in this role. We see him as someone who can help us continue to strengthen the relationship between our firm and the local and national tax community. He will contribute to the growth of our CPA partners and their practices through ongoing Continuing Professional Education and implementing tax strategies for our clients - he brings a unique perspective” said Cunningham & Associates Partner, Ryan Foley.
Lanza sees an opportunity to leverage his experience and skill set to help Cunningham & Associates CPA partners deepen their relationships with their clients by being able to offer more proactive tax reduction recommendations.
“This is a great opportunity to focus my efforts on continuing training for our CPA affiliates and crafting innovative tax reduction strategies for my clients. As a CPA in public accounting, your focus is on providing a complete package of services for the client. In this new role, I'm looking forward to working with my clients with the sole focus of implementing strategies that work for them and their families to reduce their tax liability.”
Lanza (CPA, MSA) brings more than 12 years of experience in public accounting. Before joining Cunningham & Associates, Lanza spent over seven years at AAFCPAs. He provided proactive tax and business advisory services to private and often family-owned businesses in a variety of industries, including construction, manufacturing & distribution, and retail. He specializes in providing federal and state tax planning and compliance for C Corps, S Corps, partnerships & their owners.
About Cunningham & Associates
Cunningham & Associates, a national tax advisory firm, specializes in assisting businesses and their owners in resolving complex tax issues, reducing taxes, and equipping them with the necessary resources and knowledge to achieve their objectives. Founded in 1992, the highly skilled team of licensed tax professionals at Cunningham & Associates has successfully provided strategic tax services to over 5,000 clients and partners from a diverse set of industries, resulting in tax savings exceeding $5 billion.
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