Meet Stephen

I’m your numbers guy! My passion for the world of numbers has shown in so many ways over the years. I’ve collected quite the alphabet of credentials- AAS from CCC, BA from UB, MS from SU, CPA, and CFE. I earned my Associate’s degree in Business and Commerce Technology with Accounting and Banking Services options from Cecil Community College in 2002. I then pursued my bachelor’s degree that I earned from the University of Baltimore in Business Management with a concentration in Finance in 2004. From 2010 to 2012 I studied to concurrently earn my Master’s degree in Forensic Studies with a concentration in Accounting from Stevenson University, my CPA (Certified Public Accountant) license, and my CFE (Certified Fraud Examiner) certification. These allowed me to add distinction, credibility, and value to my tax business while allowing me to pursue my interests in Fraud and Forensic Accounting. I am now excited to offer investment transactions* and advice to my clients on which investments are the most beneficial to each individual’s personal situation. I also enjoy giving back to the educational community by teaching taxes and accounting as an adjunct professor at Cecil Community College, where I got my start. The sum of all of my credentials, along with my passion for helping people make sound financial decisions, makes me a qualified person to help you with all of your financial needs. I can assist you in making investments* in your future, whether it is preparing your taxes, saving for a wedding, buying your first home, saving for your kids to go to college*, buying a vacation property, planning a new business, and planning your retirement or estate. As you can see, I can help you through all stages of your life and the lives of your loved ones. Give me a call and see what I can do for you!

*These services offered by Stephen Berkeridge through his affiliation with HD Avantax