Scott Steineman CPA, CITP
Shareholder/CPA with McCrate, DeLaet & Co., Investment Advisor Representative with United Planners
Scott Steineman is a Partner at McCrate, DeLaet & Company, where his primary responsibilities encompass business consulting, tax planning, financial statement reviews, and audits. With over 14 years of experience in the financial services industry, Scott has honed his skills and experience to provide exceptional service to his clients. His professional journey began after he graduated from Capital University with a BA in Accounting, and since then, he has continuously expanded his qualifications. Scott is a Certified Public Accountant® (CPA®), holds the Certified Information Technology Professional (CITP) designation, and has obtained the Series 7 and 66 securities licenses as well as the license for Life and Health Insurance.
Scott is passionate about working with clients who have specific goals in mind, as he finds it immensely rewarding to collaborate with them to create a road map to achieve those objectives. His commitment to professional excellence extends beyond his work, as he is an active member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.
Outside of his professional life, Scott enjoys sports and spending quality time with family and friends.