Bonus: Navigating Complex Tax Situations: The Art and Joy of Accounting
What makes a great CPA—and why do high-value clients need more than just a tax return?
In this episode of Sterling Insights, guest host Richard Robb sits down with Steve Fafel, CPA and owner of Leonard Fafel CPA, a boutique tax and bookkeeping firm based in Massachusetts. Together, they explore the human side of tax planning, the evolution of the accounting profession, and the surprising reasons Steve left big firm life to run his father’s small practice. This conversation is rich with insights for financial professionals, advisors, and business owners navigating today’s tax and compliance…
The skinny
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