Steve Richardson, CPA
Partner
Top 5 Things to Know About Steve
- Brings more than 40 years of business advisory experience
- Helps entrepreneurs plan for growth, transitions, and long-term success
- Combines tax expertise with strategic business guidance
- Founded and led his own CPA firm for nearly four decades
- Known for a forward-looking, question-driven advisory approach
Steve Richardson helps business owners focus on what comes next. He works closely with entrepreneurial-minded leaders who are looking to grow, improve, scale, or transition their businesses, providing strategic guidance that extends far beyond traditional tax and accounting services. His approach centers on understanding each client’s goals, identifying opportunities, and helping them make informed decisions that support long-term success.
With more than four decades of experience, Steve advises privately held business owners and individuals on business strategy, tax planning, financial decision-making, and personal wealth considerations. He helps clients evaluate growth opportunities, structure transactions, navigate complex decisions, and align business strategies with personal objectives. Rather than viewing tax compliance as the finish line, Steve uses it as a starting point for broader conversations about value creation, financial flexibility, and future possibilities.
Known for his listening-first style, Steve challenges assumptions, asks thoughtful questions, and helps clients see opportunities that may otherwise go unnoticed. His clients value having a trusted advisor who is deeply invested in both their business success and personal definition of achievement.
- Business Advisory Services
- Strategic Growth Planning
- Tax Planning & Compliance
- Transaction Structuring
- Closely Held Business Advisory
- Personal Financial Planning
- Bachelor’s Degree, Bentley University
- Certified Public Accountant (CPA)
- Registered Investment Adviser
- Chairman of the Board, Charles River Bank
- Board Member, Multiple Privately Held Companies
- American Institute of Certified Public Accountants (AICPA)
- New England Society of CPAs
- Guest Lecturer, Bentley University
Steve and his wife have four adult children and enjoy spending time together as a family. Outside of work, he can often be found at Lake Winnipesaukee, where he enjoys golfing, hiking, rowing, and spending time outdoors. An avid reader with a particular interest in history and biographies, Steve appreciates opportunities to unplug, reflect, and learn from the experiences of others.