Let Stefforia, Petik & Carlson provide you with financial peace of mind...

At Stefforia, Petik & Carlson CPA’s, we pride ourselves on the personal service we provide to our clients and our being available to address our clients’ questions and needs in a timely manner.

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SPC Services

Financial Statement Preparation

CPAs, as most trusted business advisors, are experts in financial accounting. Our firm provides financial statement preparation services to both for-profit and non-profit entities. A clear financial accounting picture of your business can help you…

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Client Advisory Services

Our clients own coffee shops, salons, retail stores, restaurants, health care practices, commercial and residential real estate rentals, and many other businesses, from gigs to large-scale operations. We provide a full suite of business accounting…

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Income Tax Planning And Compliance

Comprehensive income tax planning and compliance services for individuals, corporations, partnerships, estates and trusts and non-profits is our specialty. Let us help you with year-round tax strategies, estimated tax planning, deduction and credit optimization, and…

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Business Strategy Services

Business owners are visionaries. They’re always looking for what’s new, what’s next, and how to grow. We offer consulting services that can help you build for success. We provide business income tax planning and operational…

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Contact Stefforia, Petik & Carlson CPAs

You've got questions, we've got answers. Contact SPC CPA's today.

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As part of achieving our goal we promise:

To be honest and forthcoming with you on all matters relating to our business relationship including timing of our work and fees/costs associated with our engagement.

To assist you in understanding the scope and results of our work for you. It is important to us that you understand what it is we do for you and for you to be comfortable in approving our work.

To return all telephone call and emails within 24 hours of receipt. Exceptions will apply when the individual you have reached out to is out of the office for a prolonged period such as vacation or other leave.

In addition, here is what we expect of our clients:

To be honest and forthcoming with us on all matters relating to our business relationship and to provide us with your information in a timely manner to allow us to finish our work by the agreed-upon completion date.

To keep us informed during the course of the year of significant business and financial events in your life such as marriage/divorce, changing jobs, purchasing a rental property or starting a new business.

To immediately provide to us any and all correspondence you receive from the government relating to work we have performed to you. Timely responses are the best way to insure a successful resolution of any matter.

Helpful Articles

Myth-busting federal tax refunds

Myth-busting federal tax refunds

Many taxpayers file their federal tax returns and then eagerly anticipate details about their refund. The best way to check the status of a refund is through the Where’s My Refund? tool, the IRS2Go app, or by signing…

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Common tax return mistakes to avoid

Common tax return mistakes to avoid

Mistakes and errors can happen, but most are easily avoidable when it comes to filing federal income tax returns. Taxpayers are encouraged to review their entire return before filing to make sure it is correct…

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When and how to amend a tax return

When and how to amend a tax return

Taxpayers who discover an error after filing a federal tax return may need to file an amended return. There are some instances where an amended return isn’t required such as when the IRS corrects errors…

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Tax credits and deductions for education

Tax credits and deductions for education

The costs for continuing education can add up quickly and get expensive. There are several tax benefits such as credits and deductions that can help eligible taxpayers reduce these costs. A tax credit reduces the…

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Contact Stefforia, Petik & Carlson for Client Advisory Services today!

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