Steve D. McLeod, EA

Steve D. McLeod, EA

Operations Coordinator

Steve joined One Financial Services in January of 2021 and brings over two decades of experience in tax and audit. His specialty is in complicated tax situations and was brought on board to augment the advisors and staff in tax related matters as they pertain to the client’s investments and savings goals. He holds the tax designation of Enrolled Agent (EA).

As a graduate of Geneva College, Steve earned two bachelor’s degrees: in Business Administration and Economics. Prior to joining the team at One Financial Services, Steve had his own tax and accounting practice.

Steve and his wife Jan have been married for 25 years and reside in Upper Macungie Township. Steve has two children, Rachel and Matt. Rachel currently attends Penn State University. She is pursuing a degree in applied mathematics and is a member of the Blue Band. Matt currently attending West Chester University and is pursuing a degree in finance. Outside of work, Steve likes to fish, garden and watch Penn State football.