Stephen Stewart is a seasoned tax and compliance professional with deep expertise in Special Needs Trust administration, taxation, and fiduciary oversight. His credentials include:

• EA (Enrolled Agent)

• AFC (Accredited Financial Counselor)

• CLU (Chartered Life Underwriter)

• ChFC (Chartered Financial Consultant)

• ChSNC (Chartered Special Needs Consultant)

Stephen spent 10 years as a Tax Auditor with the Florida Department of Revenue, where he conducted multi‑year audits, compliance reviews, and tax examinations for individuals and businesses. He later served 14 years as a Medicaid Compliance Liaison with NYS OPWDD, providing regulatory oversight, compliance guidance, and audit‑ready documentation support for agencies serving individuals with intellectual and developmental disabilities.