About Us
Kevin Schneider has over 21 years of experience in the tax accounting, hedge fund and asset management industries. His well-rounded background includes working in tax preparation, risk management, portfolio analysis, and the mortgage industry for companies such as Millennium Partners, Laurion Capital Management and J.P Morgan Asset Management.
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Kevin graduated from The Ohio State University with a Bachelors of Science in Finance. He holds the Enrolled Agent credential from the IRS, as well as the Professional Risk Management (PRM) Associate certification. He is also a member of the National Tax Professionals Association.
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Kevin specializes in individual and small business taxes and financial planning. Kevin lives in the lively square mile of Hoboken, NJ, where Lifestyle Tax and Financial is based, but has remote relationships with clients from across the country.
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What brought Kevin to found Lifestyle Tax and Financial was the under-served needs of individuals and small businesses. He has extensive experience in complex equity-based compensation, rental properties, and side businesses in this new gig economy. With a strong background in the financial services sector, Kevin applies his skills to the needs of various types of clients, from individuals with a single W-2 to those with a complex tax profile. His Father and Uncle were both CPAs and the love for accounting and working with clients to ensure their best financial future didn’t fall far from the tree.