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Steven P. Bortnick, CPA

Partner

Mr. Bortnick is a licensed Certified Public Accountant in the State of New Jersey, and serves on the Firm’s Executive Committee.

He has over 30 years of experience in public accounting providing generations of entrepreneurs and their families with tax, accounting, estate planning and business advisory services. Mr. Bortnick’s practice includes clients with businesses in the healthcare industry, wholesale product distribution and light manufacturing, insurance agencies, third party administrators and real estate management. Having personal involvement in a family-owned manufacturing and distribution business, Mr. Bortnick brings significant first-hand experience and knowledge to his engagements.

Mr. Bortnick is a member of the AICPA (American Institute for Certified Public Accountants) and the NJCPA (New Jersey Society of Certified Public Accountants). He has served as Director of the Essex County Chapter of the NJCPA, and has presented at continuing professional education seminars. He is a contributor to mainstream news outlets such as the Bergen Record and industry publications including New Jersey Business, Commerce Magazine, NJBIZ and more.

Mr. Bortnick received a B.S. in Accounting from Franklin and Marshall College.

He and his family reside in Bergen County.

Education & Certifications

  • B.S. in Accounting, Franklin and Marshall College
  • CPA (Certified Public Accountant in the State of New Jersey)

Industries

  • Healthcare
  • Wholesale Product Distribution
  • Manufacturing
  • Insurance
  • Third Party Administrators
  • Real Estate Management

Services

  • Tax
  • Accounting
  • Estate Planning
  • Business Advisory

Professional Affiliations

  • NJCPA (New Jersey Society of Certified Public Accountants)
  • AICPA (American Institute for Certified Public Accountants)