Steven G. Moosa

Steven G. Moosa

The world of finance never stops changing, so Steven believes he should never stop learning. Steven, who serves on the Darnall, Sikes & Frederick Audit and Financial Services Committees, actively seeks out continuing education in order to share the most cutting-edge techniques and information with his clients.

Steven graduated with honors from the University of Southwestern Louisiana (now University of Louisiana at Lafayette) with a Bachelor of Science degree in Business Administration and earned his CPA certification in 1993. Steven is a member of the AICPA and the SLCPA. He has passed the FINRA Series 7 and Series 66 exams and is a registered representative of Avantax Investment ServicesSM.

Whether auditing a government or not-for-profit entity, resolving taxation issues, or helping clients develop financial reporting systems, Steven passionately believes that the best accountant never stops learning.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.