Stein Agee

President, TPC
Stein Agree, CPA attended Indiana University’s Kelley School of Business and received his bachelor’s degree in Accounting and Finance. He has over 19 years of experience in public accounting and advisory services, both domestically and internationally, in an array of industries including manufacturing, distribution, employee benefit plans, retail, real estate, insurance, service, technology, automobile and heavy equipment dealerships, and many others.

Stein provides a wide array of consulting services ranging from specific transactions, such as mergers and acquisitions consulting and transactional analysis, to general advisory services assisting companies in their industries. He often focuses on tax planning strategies for all entity types and shares time managing and performing audits in various industries, including real estate.