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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

Accounting Services and Quickbooks

We provide full business accounting services, including general ledger maintenance, bank reconciliations, payroll, financial statement preparation and business sales tax and property tax returns. QuickBooks accounting software makes most of the day-to-day bookkeeping operations relatively…

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Estate Tax Planning Services

We can guide you through the complex process of transferring your assets to your beneficiaries while reducing or eliminating the taxes due on these transfers. We also offer complete income tax preparation including estate, trust…

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Management Consulting Services

We offer many other services that can help you meet your business needs. We provide business income tax planning and operational advice to highlight the how and why of improving your business’ performance. Starting a…

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Review, Compilation and Preparation

All of our clients rely on the critical information about their businesses they find in timely and accurate financial statements. A clear financial picture of your business can help secure loans, support business decisions, monitor…

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Tax Planning and Preparation

We offer complete income tax return preparation services including federal, state and local returns for individuals, corporations, partnerships, estates and trusts and not-for-profits. Our goal is to minimize your tax liabilities by effective planning and…

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Contact Stefforia, Petik & Carlson CPAs

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

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.

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ABLE savings accounts and other tax benefits for persons with disabilities

People with disabilities and their families can use Achieving a Better Life Experience accounts to help pay for qualified disability-related expenses. ABLE accounts are savings accounts that don’t affect eligibility for government assistance programs. Here are some key…