Steve Trojan, CPA
Steve Trojan is a CPA, licensed in Illinois, and has over 20 years of experience dealing with small and mid-sized companies. His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, electronics, and consulting. Specific experience includes:
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Tax planning and compliance for small business and their owners
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Cash flow improvement
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Cost reduction, profit improvement
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Business planning & forecasting
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Start-ups & acquisitions
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Accounting staff supervision
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Systems implementations
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Tax compliance and planning for small businesses and their owners
Mr. Trojan is a graduate of the University of Colorado Business School, is a CPA in the State of Illinois, and a member of the American Institute of Certified Public Accountants, Crystal Lake Chamber of Commerce and the Woodstock Chamber of Commerce.
Currently, he is the tax and accounting counselor at the Small Business Development Center at McHenry County College where he meets with clients interested in learning about starting or expanding their business. He also volunteers his time in the community and currently coaches with the Illinois Thunder, a girls travel fastpitch softball team. Previously, Mr. Trojan served as Treasurer for McHenry County PADS, and Treasurer for The Lakeside Legacy Foundation.
Kathryn (Kathy) Warnock, EA, CFP®
Kathy is an Enrolled Agent and a Certified Financial Planner. Prior to joining us, Kathy owned and operated her own accounting and tax practice for 12 years. She specializes in business and personal tax preparation, tax planning, small business accounting, QuickBooks training, and financial planning for individuals.
Teri Badal
Teri joined the firm in late December 2007 and is the firm’s Office Manager. Teri is handling the firm’s administrative issues as well as working with clients on QuickBooks and client bookkeeping. Teri is a QuickBooks Certified ProAdvisor.
email: teri@smt-associates.com
