Stephen A. Burgess Jr., CPA

Stephen A. Burgess Jr., CPA

Stephen Burgess is a Member in the firm’s Tax and Small Business Solutions Divisions, specializing in the healthcare industry. Stephen has been with Warren Averett since 1991 and has honed his experience to specialize in consulting with healthcare providers in all areas including physician practice set ups, practice management, practice valuations, mergers and retirement planning, as well as comprehensive personal and corporate tax planning. Stephen and his wife have been blessed with two beautiful children.

Education

  • Bachelor of Arts in Accounting
    University of West Florida, Pensacola, FL

Professional Affiliations

  • Emerald Coast Medical Group Management Association
  • Alabama Society of Certified Public Accountants
  • Florida Institute of Certified Public Accountants

Community Involvement

  • Autism Pensacola, Treasurer
  • Pensacola Community School, Treasurer
  • Springfest, Treasurer
  • Pensacola Ski Club
  • Pensacola Cancer Society

Ask Me About

  • What types of healthcare practices and specialties I consult with
  • How to divide income/compensation and allocation of expenses
  • Cash flow planning, budgeting and debt repayment
  • How my grandfather influenced my choice to enter the business/accounting profession
  • What I live for—being a dad
  • Why I would like to meet Roger Federer
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