Stefforia, Petik & Carlson, CPAs provides a comprehensive range of services, including the following primary areas (click on each to learn more):
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 easy to perform.
We can help you determine which of the QuickBooks products would work best for you. We are available to help you through the installation and setup processes.
We will continue to advise, support, and train you or your staff at critical stages throughout the year.
We can review your bookkeeping on a regular basis to ensure your accounts are accurate.
Contact UsEstate 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 and gift tax returns.
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 business? We can help you select the right structure for your business. We look at the pros and cons of C-corporations, S-corporations, partnerships or LLCs.
We help you complete the necessary start-up documents.
Selling or buying a business? We can guide you through the process. Our staff has more than 20 years of experience providing professional advice to businesses and individuals.
Contact UsReview, 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 results, and show the progress of your business over time.
We provide financial statement review attest services to both for-profit and not- for-profit entities.
Should your business need compilation or preparation of financial statements we provide those services as well.
Contact UsTax 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 knowledge of the latest government regulations.
Corporate and Partnership Income Tax Returns (Forms 1120, 1120S, 1065) – Tax preparation for C-Corporations (Form 1120), S-Corporations (Form 1120S), partnerships and LLCs (Form 1065).
We will make sure you are taking full advantage of all the tax benefits available to your business.
Individual Tax (Form 1040) – Tax preparation for individuals (Form 1040) and ongoing consulting and planning advice throughout the year.
Estate and Trusts (Form 1041) – Tax preparation for estates and trusts (Form 1041).
Non-Profit Returns (Form 990) – Return preparation (Form 990) and operational advice and consulting for non-profit organizations.
During the year, you can meet with us at any time to plan how you can reduce your income taxes AND to make sure you take full advantage tax saving tips.
Contact UsHelpful Articles
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Need more time to file? Don’t wait, request an extension
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The child tax credit benefits eligible parents
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October 15 deadline for extension filers is almost here!
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Tips for taxpayers who need to file a new W-4
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Average retirement-age Americans have this much in their 401(k), report says
Americans who are nearing retirement age have about $200,000 in their 401(k) accounts on average, a new survey found. According to Vanguard’s “How America Saves 2019” report, published this month, the average American worker aged…
Summer activities that could affect tax returns next year
While summer is a time for fun, it’s never the wrong time to thinking about taxes – and some of those summer activities could have an impact. Here are a few summertime activities and tips…
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Contact Stefforia, Petik & Carlson for Estate Tax Planning Services today!