Agee, Stein


  Atlanta, Georgia, USA
 +1 404 250 4571
 +1 404 847 0511
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Stein started his accounting career in 1996 as an intern with AgeeFisherBarrett, LLC. In 2000 he joined the Firm full time in the Audit Department. He became Director of Operations in 2003, Partner in 2007 and assumed the role of Tax Services Partner in 2009.

Stein provides accounting and attestation, tax and consulting services within the AgeeFisherBarrett auditing and tax departments. His experience spans an array of industries, such as insurance, automobile and heavy equipment dealerships, manufacturing and many others. Stein oversees all of the Employee Benefit Plan audits, as well as the tax services which correspond to those ERISA audits. At AFB, he is responsible for overseeing general operations of the Firm, human resources and technology, as well as client relationships.

Stein was an Eagle Scout as a young man, then received his Bachelors degree in Accounting and Finance from Indiana University’s Kelley School of Business in 2000. Some of his professional affiliations include The American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), Society of Financial Examiners (SOFE) and the Insurance and Accounting Systems Association (IASA).

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