Steve Leen

Q: What is Steve Leen email address?

Email Steve Leen at steve.leen@bergankdv.com. This email is the most updated Steve Leen email found in 2026.

Q: How to contact Steve Leen?

To contact Steve Leen send an email to steve.leen@bergankdv.com. If you want to call Steve Leen try calling on +13204930504 and +16502890113. (updated on October 30, 2024)

Tax Director and Partner at Creative Planning (fka BerganKDV) | St Cloud, Minnesota, United States

About Steve Leen

As the Tax Director and Partner at Creative Planning, formerly known as BerganKDV, Steve Leen leverages over two decades of experience to provide strategic tax guidance and financial consulting to a diverse portfolio of clients. His expertise lies in navigating the complexities of corporate tax, partnership taxation, and income tax compliance, ensuring that businesses not only meet their tax obligations but also optimize their cash flow for sustainable growth. Steve’s commitment to fostering long-term relationships is evident in his work with clients, many of whom he has partnered with for over 20 years, guiding them through various stages of their business lifecycle.

At Creative Planning, Steve plays a pivotal role in the preparation of financial statements, which is essential for accurate reporting and informed decision-making. His deep understanding of GAAP and auditing principles allows him to deliver comprehensive insights that empower clients to make strategic financial choices. In addition to tax preparation, Steve is instrumental in developing tailored solutions that address the unique challenges faced by each business, from tax strategy formulation to cash flow management.

Steve’s passion for helping clients succeed is reflected in his hands-on approach, working closely with companies to identify opportunities for growth while minimizing tax liabilities. His extensive skill set, which includes corporate tax, S corporations, and partnership taxation, positions him as a trusted advisor in the realm of financial services. As Creative Planning continues to expand its offerings, Steve remains dedicated to providing exceptional service and innovative solutions that drive client success in an ever-evolving economic landscape.

Steve Leen Work

Tax Director and Partner at Creative Planning (fka BerganKDV) in July 2013 to Present

Manager at KDV in November 2000 to June 2013

Manager at Johanneson's Inc. in January 1996 to January 2000

Steve Leen Skills

External Audit

Tax

Income Tax

Frequently Asked Questions about Steve Leen

What is Steve Leen email address?

Email Steve Leen at [email protected]. This email is the most updated Steve Leen email found in 2026.

What is Steve Leen phone number?

Steve Leen phone number is +13204930504 and +16502890113.

How to contact Steve Leen?

To contact Steve Leen send an email to [email protected]. If you want to call Steve Leen try calling on +13204930504 and +16502890113. (updated on October 30, 2024)

What company does Steve Leen work for?

Steve Leen works for Creative Planning (fka BerganKDV)

What is Steve Leen's role at Creative Planning (fka BerganKDV)?

Steve Leen is Tax Director and Partner

What industry does Steve Leen work in?

Steve Leen works in the Accounting industry.