Meet the advisor · Square Accounting
Stevan Franeta, CPA
Senior Tax Advisor
A finance leader’s perspective on tax planning.
Stevan works with business owners and investors to connect tax decisions with business performance, available cash and longer-term goals.
Start with Square Accounting’s Tax Strategy Assessment Meeting. Further work is agreed separately.
See Stevan’s approach
Part of Square Accounting’s advisory team.
Meet the teamThe background behind the advice
Experience that connects the numbers.
Stevan’s background spans financial leadership, complex business questions and long-term planning. That experience shapes the broader perspective he brings to tax advisory.
15+
Years of professional experience
Experience across financial leadership, complex financial challenges and long-term planning.
$50M range
Company leadership experience
Senior leadership roles with companies in the $50 million range.
20–30
Professionals led in prior roles
Experience leading teams through complex financial challenges.
These figures describe Stevan’s professional background and prior leadership roles.
View the team biographyHis planning approach
A tax decision still has to work as a financial decision.
A useful review starts with what you want to do, the options still open and the financial commitments around them.
Understand the decision.
Bring the purchase, ownership change, income shift or other question that prompted the conversation.
Connect tax and cash.
Consider potential tax effects alongside funding needs, business priorities and the other commitments competing for that cash.
Keep the longer view.
Discuss how the immediate choice fits your wider plans, including ownership, future investments and an eventual change in direction.
Where this perspective helps
Choose the service around your situation.
Explore the scope of the relevant service before booking.
Business owners
Business commitments, ownership changes and the connection between company performance and owner priorities.
Explore business tax planningProperty investors
Property purchases, holding decisions and planned sales considered alongside the wider financial picture.
Explore real estate tax planningIndividuals with complex income
Compensation, investments and personal decisions with tax and cash-flow consequences.
Explore personal tax planningThe first conversation
Start with the decision on your mind.
The 30-minute Tax Strategy Assessment Meeting is a starting point for discussing your position, longer-term goals and service fit.
Three things to share
- The question
- What are you considering?
- The timing
- When do you need to decide?
- The context
- Which people, entities or properties are involved?
What comes next
Agree on the work before it begins.
If further analysis is appropriate, confirm the scope, records, responsibilities and fee before work starts.
Book a 30-minute assessmentChoose a time and review the meeting details on the booking page.
Before you book
Questions about working together.
Understand the role, approach and first conversation before choosing your next step.
What is Stevan’s role at Square Accounting?
Stevan Franeta, CPA, is Senior Tax Advisor. His work focuses on long-term planning for business owners and investors, bringing a broader financial perspective to tax-related decisions.
How does his finance background affect the discussion?
His leadership background brings business performance, funding needs and longer-term priorities into the conversation. The review should fit the decision and the people or entities involved.
Is the assessment a completed tax plan?
The 30-minute assessment introduces your position, goals and service fit. Any further analysis, written deliverables and implementation depend on the engagement agreed with Square Accounting.
Can I ask about both planning and tax preparation?
Yes. Tell us the planning questions and filing needs involved. Square Accounting will confirm the scope, records, responsibilities and fee for the work it can take on.
What should I prepare for the first conversation?
A brief outline of the decision, its timing and the people, entities or properties involved is a useful starting point. Confirm any record-sharing instructions through the agreed process.
Begin with a useful conversation
Bring the decision. We’ll discuss the next step.
Tell Square Accounting what you’re weighing and when you need to decide.
Further work is defined in an agreed engagement.