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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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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Services

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

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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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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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Anna Kalmbach

Anna is a principal accountant at Stefforia, Petik & Carlson, CPAs and has a Master of Accountancy degree and a Bachelor’s degree from Davenport University, Grand Rapids, Michigan. Anna has been a licensed CPA in…

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Privacy Policy

Privacy Policy Last updated: November 4th, 2021 Stefforia, Petik And & Carlson CPA’s (“us”, “we”, or “our”) operates the Stefforia, Petik And & Carlson CPA website (the “Service”). This page informs you of our policies…

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Ryan Mccollough

Ryan is a principal of Stefforia, Petik & Carlson, CPA’s and is a Master of Science in Accounting graduate from Eastern Michigan University. His other academic achievements include a Bachelor of Arts in Finance from…

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Tim Petik

Tim is a shareholder of Stefforia, Petik & Carlson, CPAs and is a graduate of Eastern Michigan University, Ypsilanti, Michigan. Tim is a licensed Michigan CPA since 1995. Tim has over 30 years’ experience assisting…

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Helpful Articles

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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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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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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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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