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…
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…
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…
Services
Stefforia, Petik & Carlson, CPAs provides a comprehensive range of services, including the following primary areas (click on each to learn more):
Child and Dependent Care tax credit can help offset summer day camp expenses
Summer day camp expenses may count towards the Child and Dependent Care tax credit. Many working parents arrange for care of their younger children under age 13 during the summer. A popular solution is a…
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…
Homeowners: review these house-related deductions and programs
The summer months are a popular time to buy or sell a house. New homeowners should put reviewing the tax deductions, programs and housing allowances they may be eligible for on their move in to-do…
Missed the Tax Day deadline? Here’s what taxpayers should do
Taxpayers who missed the recent April filing and payment deadline should know their obligations and the possible consequences if they don’t file or have an overdue tax bill. Taxpayers who owe tax Tax owed and…
Understand digital asset reporting and tax requirements
All taxpayers filing 2022 tax year Forms 1040 and 1040-SR must check a box indicating whether they received digital assets as a reward, award or payment for property or services or disposed of any digital…
Anna Sieffert
Anna is a senior accountant at Stefforia, Petik & Carlson, CPA’s and has a Master of Accountancy from Davenport University, Grand Rapids, Michigan. Her other academic achievement is a Bachelor’s in Accounting from Davenport University….
Giving Tuesday is coming; now is a good time to review tax benefits for charitable giving
The Tuesday after Thanksgiving marks Giving Tuesday when many people choose to make charitable donations. People making charitable donations for Giving Tuesday, or at any time during the year, should review whether their gift is…
Teachers, classroom supplies may be tax deductible!
Teachers go above and beyond for their students, often buying classroom supplies needed to make learning successful. The educator expense deduction allows eligible teachers and administrators to deduct part of the cost of technology, supplies…
Helpful Articles
Tips to help taxpayers make sure their donations go to legitimate charities
When disaster strikes, Americans can always be counted on to help. That help comes in countless ways, but often the easiest way to help is by donating money to charities. Sadly, criminals are just as…
Missed the Tax Day deadline? Here’s what taxpayers should do
Taxpayers who missed the recent April filing and payment deadline should know their obligations and the possible consequences if they don’t file or have an overdue tax bill. Taxpayers who owe tax Tax owed and…
IRS online tool helps families determine if they qualify for the child tax credit
The IRS urges families to use a special online tool, available only on IRS.gov, to help them determine whether they qualify for the child tax credit and the special monthly advance payments beginning July 15….
Taxpayer’s who need a copy of last year’s tax return have several options
Help is available for taxpayers who need tax information for prior years, but who didn’t keep copies of their returns. There are options for helping taxpayers get the information they need. Taxpayers should generally keep…
IRS alerts taxpayers: Scammers scheming around Oct. 15 deadline; Here’s what to do
IR-2018-193, Sept. 27, 2018 WASHINGTON — The Internal Revenue Service is reminding taxpayers to beware of criminals who continue using devious tactics to steal money and personal information from unsuspecting victims, especially as the fall…
Taxpayers should file their tax return on time to avoid costly interest and penalty fees
Taxpayers should file their tax return by the deadline even if they cannot pay their full tax bill. Taxpayers who owe tax and don’t file on time, may be charged a failure-to-file penalty. This penalty…
File on time, even if you can’t pay
Do you owe more tax than you can afford to pay when you file? If so, don’t fail to take action. Make sure to file on time. That way you won’t have a penalty for…
Debunking common myths about federal tax refunds
Once people complete and file their tax return, many of them eagerly await any refund they may be owed. Knowing fact from fiction can help manage expectations as they wait for their money. Myth: Calling…
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Contact Stefforia, Petik & Carlson for Tax Planning and Preparation today!