About Steven Fultonberg CPA, CVA
Steven Fultonberg CPA, CVA, the founding member of the firm, spent his early childhood in Pittsburgh, PA, which explains his love for all of its sports teams, and then eventually landed in northern New Jersey. He graduated with honors from Penn State and gained experience at Rachlin & Cohen (now part of Marcum LLP), Leon M. Reimer & Co. (now part of Citrin Cooperman) and Goldstein, Karlewicz & Goldstein LLP (GKG, now part of PKF O’Connor Davies), a thirty-five person multi-office CPA firm in New York.
At GKG, Steve advanced through the ranks to partner, at which level he served multiple roles. He managed a portfolio of clients in diverse industries, including manufacturers, wholesale distributors, a chain of grocery stores, an engineering firm, a finance company, construction contractors, and real estate holding companies, among others. Steve was the direct client contact for these businesses’ owners and internal management, which resulted in multi-state corporate and individual tax preparation, the performance of compilations, reviews and audits, and various discussions and consultative projects for these clients throughout the year. In his capacity as a CVA (certified valuation analyst), he prepared business valuations to address buy/sell agreements, to help resolve the distribution of marital assets, to determine appropriate values for arm’s length purchase and sale transactions, and to effectuate lifetime gifting and estate transfer and planning decisions. Last, Steve was head of the firm’s accounting and auditing department, which included setting standards and procedures for the firm, overseeing the financial statement quality control process, directing training for the firm’s professional staff, and leading the firm through external peer reviews. Under Steve’s watch, GKG received the highest possible grade for each of the last six triennial peer reviews he oversaw.
In Summer 2017, after twenty-two years at GKG (fourteen years as a partner), Steve decided to leave GKG and he, his wife and twin daughters moved to North Carolina, where he soon formed the firm Steven Fultonberg CPA/CVA, PLLC.
Steve is licensed as a CPA in North Carolina (Certificate #41795) and New York (License #088466). He is also licensed as a CVA.
At GKG, Steve advanced through the ranks to partner, at which level he served multiple roles. He managed a portfolio of clients in diverse industries, including manufacturers, wholesale distributors, a chain of grocery stores, an engineering firm, a finance company, construction contractors, and real estate holding companies, among others. Steve was the direct client contact for these businesses’ owners and internal management, which resulted in multi-state corporate and individual tax preparation, the performance of compilations, reviews and audits, and various discussions and consultative projects for these clients throughout the year. In his capacity as a CVA (certified valuation analyst), he prepared business valuations to address buy/sell agreements, to help resolve the distribution of marital assets, to determine appropriate values for arm’s length purchase and sale transactions, and to effectuate lifetime gifting and estate transfer and planning decisions. Last, Steve was head of the firm’s accounting and auditing department, which included setting standards and procedures for the firm, overseeing the financial statement quality control process, directing training for the firm’s professional staff, and leading the firm through external peer reviews. Under Steve’s watch, GKG received the highest possible grade for each of the last six triennial peer reviews he oversaw.
In Summer 2017, after twenty-two years at GKG (fourteen years as a partner), Steve decided to leave GKG and he, his wife and twin daughters moved to North Carolina, where he soon formed the firm Steven Fultonberg CPA/CVA, PLLC.
Steve is licensed as a CPA in North Carolina (Certificate #41795) and New York (License #088466). He is also licensed as a CVA.