Life event
Starting a business
Strategy
Entity structure, founder compensation, and a runway plan
→
Better outcome
Launched with the right foundation — and no tax surprises
Westchester County · New York Metro
For business owners, professionals, and families who need more than a once-a-year accountant.
SE CPA Professional Corporation is the experienced financial partner helping business owners, professionals, and families across the New York metropolitan region navigate important decisions — with the perspective, judgment, and steady guidance only decades of practice can provide.
30+
Years of practice
Big Four
Coopers & Lybrand / PwC roots
1,000s
Client situations guided
NY Metro
Westchester & beyond
A practice built on judgment, perspective, and trust
Big Four trained · Coopers & Lybrand / Pricewaterhouse CoopersManufacturing · Healthcare · Real EstateBusiness Owners · Professionals · FamiliesDecades of long-standing client relationships
Meet the founder
Steven Edwards, CPA
Founder · President · Business Advisor
"Clients aren't hiring software. They're hiring experience, judgment, and the perspective that only comes from years of being beside them."
— Steven Edwards, CPA
Steven began his career at Coopers & Lybrand — now Pricewaterhouse Coopers — one of the world's largest accounting firms, where he worked with large and mid-sized organizations across manufacturing, healthcare, and real estate.
He went on to found his own practice and has spent more than three decades helping businesses and individuals navigate financial decisions with confidence — from launching a company and structuring a transaction to planning for retirement and protecting what a family has built.
Clients return year after year, generation after generation, because the relationship is personal — and the counsel is grounded in having already helped people through the same decisions they're facing today.
Foundation
Coopers & Lybrand / PwC
Industries
Manufacturing · Healthcare · Real Estate
Practice
30+ years independent
Why experience matters
Perspective is the difference between a return and a strategy.
Tax law changes. Markets shift. Businesses grow and pivot. After thirty years and thousands of client situations, very little is unfamiliar — and that perspective is what gives our advice its weight.
Early Career
Coopers & Lybrand (now PwC)
Foundational training at one of the Big Four — manufacturing, healthcare, real estate audits and complex multi-entity engagements.
· 01 ·
Practice Founded
Independent Advisory
Established a private practice built around long-term client relationships and proactive, year-round guidance — not seasonal compliance.
· 02 ·
Two Decades In
A Generational Client Base
Continued serving original clients while welcoming their children, partners, and businesses — counsel that spans careers and life stages.
· 03 ·
Today
Modern Advisory
A traditional CPA relationship delivered with modern tools — secure portals, virtual consultations, and proactive year-round strategy.
· 04 ·
30+
Years of practice
Big 4
Trained foundation
1,000s
Client situations
Generations
Of long-term clients
Signature philosophy
Life doesn't stand still.Neither should your tax strategy.
Every life event creates financial opportunities and tax implications. The clients who stay ahead are the ones whose advisor sees them coming.
Life event
Buying a home
Strategy
Cash-flow modeling, mortgage interest planning, deduction strategy
→
Better outcome
A purchase that strengthens — not strains — long-term goals
Life event
Growing a family
Strategy
Dependent planning, education funding, life insurance & estate review
→
Better outcome
Protection and clarity for the next twenty years
Life event
Education planning
Strategy
529 strategies, gifting, financial-aid considerations
→
Better outcome
Tuition handled without derailing retirement
Life event
Business growth
Strategy
Multi-state nexus, owner compensation, M&A readiness
→
Better outcome
Scaling that increases value instead of liability
Life event
Investment decisions
Strategy
Tax-efficient asset placement, capital-gain timing, basis tracking
→
Better outcome
More of the return reaches the household
Life event
Retirement planning
Strategy
Distribution sequencing, Roth conversions, Social Security timing
→
Better outcome
Income that lasts, taxed less, and matches the life you want
Life event
Tax law changes
Strategy
Proactive review, modeling, and timely positioning
→
Better outcome
Already adjusted — before the rest of the market reacts
Capabilities, framed honestly
From complianceto confidence.
The goal isn't filing paperwork. The goal is helping clients make smarter financial decisions — and feel secure in them long after the work is done.
→ Confidence
Tax Return Preparation
Returns prepared with the perspective of an advisor who already knows the year — and the next one.
→ Protection
Audit Representation
Steady, experienced guidance through IRS and state inquiries — clients are never alone at the table.
→ Clarity
Strategic Tax Planning
Year-round strategy that anticipates the bill, finds the savings, and aligns with bigger life and business goals.
→ Better decisions
Business Consulting
An experienced sounding board for pricing, hiring, expansion, and the decisions that actually move the company forward.
→ Preparation
Financial Planning
A long-view plan that connects today's decisions to retirement, family, and the wealth you're building.
→ Organization
Accounting & Bookkeeping
Clean, current books that translate operations into numbers leadership can actually act on.
→ Reliability
Payroll Services
Accurate, compliant payroll handled quietly in the background — so the team is paid and the business stays clean.
→ Smart deals
Transaction Structuring
Buying, selling, or restructuring — counsel that protects value and gets the structure right the first time.
A team you can rely on
A trusted team — not a one-person practice.
Clients work directly with Steven on strategy, and with a knowledgeable team that supports the day-to-day work — so questions are answered quickly and nothing slips between filings.
Founder · President
Steven Edwards, CPA
Business Advisor · Financial Strategist · Trusted Counselor
Founder of the firm. Trained at Coopers & Lybrand (now Pricewaterhouse Coopers) with experience across manufacturing, healthcare, and real estate. Three decades of guiding business owners and families through their most important financial decisions.
- Strategic tax planning & business advisory
- Transaction structuring & owner exit planning
- Long-term family & estate strategy
Client Advisor
Sabrina Neptune
Tax Specialist · Controller Services
Sabrina brings clients responsive, attentive support across tax preparation, controller services, and ongoing client engagements. Educated at Westchester College and Fordham University, she is a trusted point of contact for the day-to-day questions that keep client work moving forward.
Education
Westchester College
Fordham University
Focus
Tax preparation, client engagements, controller-services support
A traditional relationship
A traditional relationship. A modern experience.
Clients receive the personalized attention of a long-standing CPA relationship with the convenience of modern technology. Nothing is gained by making it harder than it needs to be.
Remote Tax Preparation
Complete your return without leaving home — securely and efficiently, with the same personal review.
Secure Client Portal
Bank-grade encrypted portal for sensitive documents — no email attachments, no guesswork.
Digital Document Exchange
Upload, sign, and approve documents from any device. Records stay organized and accessible year-round.
Online Consultations
Video meetings with Steven and the team — the same conversation, without the commute.
Cloud Collaboration
Real-time visibility into engagements, deliverables, and tax positioning whenever you need it.
Modern Communication
Email, text, video, phone — communication that fits how you actually run your life or business.
The experience
What working with SE CPA feels like.
Responsive. Personal. Organized. Professional. Proactive. The experience is built around long-term partnership — not transactional service.
01
Consultation
An unhurried conversation about where you are, what's coming, and what you want this relationship to look like.
02
Discovery
We learn the business, the family, the goals, and the existing financial picture in real depth.
03
Analysis
A clear-eyed review of current positioning — tax exposure, structure, opportunity, and risk.
04
Planning
A tailored strategy and engagement plan — what we'll do, why, and the outcomes we're working toward.
05
Implementation
We execute — preparation, filings, structure changes, advisory work — on time and without friction.
06
Ongoing Support
Year-round access. Proactive check-ins. A partner who's already thinking about next year while we close this one.
Where we work
Serving individuals & businesses across the New York metro area.
Rooted in Westchester County. Trusted across the New York metropolitan region — with clients we've served for decades and clients who joined us last week.
Business Owners
Owner-operators of established companies across professional services, real estate, healthcare, and trades.
Professionals
Attorneys, physicians, consultants, and executives whose financial lives are anything but simple.
Families
Multi-generational households planning around education, real estate, business interests, and legacy.
Entrepreneurs
Founders launching, scaling, or restructuring — and the partners building alongside them.
Growing Companies
Mid-sized businesses navigating expansion, multi-state operations, and transaction planning.
Retirees
Households shifting from accumulation to distribution — with tax, estate, and income strategy that holds up over decades.
Westchester County New York City Long Island Hudson Valley Connecticut & New Jersey
Credibility & trust
The kind of advisor you can build a life around.
Experience translates into client confidence. After three decades, very little surprises us — and that's exactly the kind of advisor you want in the room.
30+ Years of Experience
Decades of guiding business owners and families through the financial decisions that shape their lives.
Big Four Foundation
Trained at Coopers & Lybrand — now Pricewaterhouse Coopers — one of the largest accounting firms in the world.
Long-Term Relationships
Many clients have been with the firm for two and three decades. Their children, partners, and businesses are clients too.
Strategic, Not Reactive
Year-round planning that anticipates change — instead of scrambling to respond to it.
Ethical Excellence
Held to the standards of the profession and the higher standard of the people we sit across from.
Personal Attention
You'll know the person doing your work — and they'll know your story long before you have to retell it.
Begin a conversation
Experience you can count on. Advice you can act on.
The best client relationships start with a conversation — long before tax season. Let's talk about what you're navigating and how we can help.
Westchester County · Serving the NY metropolitan region