About UsStephen Merritt , CPA
Stephen began his public accounting career with Aaron B. Cohen, CPA, P.C., working as an associate and becoming an equal partner in 1988. His responsibilities at Aaron B. Cohen, CPA, P.C., included everything from tax preparation to assurance and advisory services. Cohen & Merritt dissolved in October of 1995, and Steve started the greatest accounting firm in all of America, Stephen Merritt, CPA, P.C. Stephen Merritt was raised in Washingtonville, New York moving to Virginia in 1975 with his enlistment in the United States Navy. He served honorably from 1975 to 1979. Upon completion of his military service, Stephen pursued his degree in accounting at Old Dominion University. He graduated from Old Dominion University, earning a Bachelor of Science degree in accounting. Stephen is an avid golfer, who enjoys nothing better than beating the “fella’s” at Elizabeth Manor on Sunday morning. Additionally, he is a die-hard New York Giants fan. He is married to his life and business partner, Barbara, the greatest woman in America. He has three children, Stephen, Jillian and Michael. Barbara Merritt
Prior to joining the firm, Barbara previously worked for Cohen & Merritt, CPA, P.C as an administrative assistant and worked her way up the firm to become a staff accountant. After working for Cohen & Merritt, she became a Comptroller at one of the area’s largest homebuilders. As Comptroller, she supervised all accounting and financial reporting within the company. She held the position as Comptroller for three years. Barbara graduated from Norfolk State University in 1992 with a Bachelor of Science in Accounting and is a Certified QuickBooks Pro-Advisor. She is also highly involved in volunteering at St. Matthew’s School and Elizabeth Manor Club. At St. Matthew’s, Barbara is the assistant soccer coach for the St. Matthew’s Eagles Advanced through NYSL, assistant room parent, and is involved in auction acquisitions and the Friday Flash newsletter. She is also the Pool Committee Chairman and children’s party organizer at Elizabeth Manor Club.
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Stephen is the President of Stephen Merritt, CPA, P.C.. He has over twenty years experience in the field of public accounting, assisting small to medium sized businesses and their owners with all of their accounting and tax needs. He is experienced in individual income tax preparation, Corporate and Partnership Taxation, Estates and Trusts, Not for Profit entities, and generally all aspects of federal taxation and the various states. Additionally, he is qualified in HUD audits, audits of small and medium sized businesses, reviews and compilations, accounting and internal control systems and numerous accounting software packages. Stephen also has extensive experience in the purchasing and selling of businesses, business plans, and other advisory services.
Barbara became Vice-President of Stephen Merritt, CPA, P.C., in 1996. She is responsible for the direct review of all firm materials including tax returns, bookkeeping, reviews and compilations. She also is responsible for running the business and for everything from human resources to cash management.
