Services

Stefforia, Petik & Carlson, CPAs provides a comprehensive range of services, including the following primary areas (click on each to learn more):

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 secure bank loans, support business decisions, monitor results, and show the progress of your business over time.

We deliver critical information our clients rely on to guide their businesses. They find timely and accurate financial statements key to success.

Client Accounting 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 services, including general ledger maintenance, bank reconciliations, payroll, financial statement preparation and business sales tax and property tax returns.

Accounting software makes most of the day-to-day bookkeeping operations relatively easy to perform. We can help you determine which products would work best for you and help you through the installation and setup processes.

Continuing advice, support, and training for you and your staff at critical stages throughout the year are always available.

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 compliance with federal, state and local tax requirements.

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).

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.

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 advice so you can improve your business’ performance.

Starting a business? Selecting the right structure for your business is key. Whether it’s a C-corporation, S-corporation, partnership or LLC we can help you decide.

Selling or buying a business? Preparing for succession, expanding or cashing out, let us be your guide through these very dynamic processes.