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.

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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 and gift tax returns.

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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 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.

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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 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.

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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 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.

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Helpful Articles

2021 tax filing season set to begin February 12

2021 tax filing season set to begin February 12

The IRS will begin accepting and processing 2020 tax year returns on Friday, Feb.12, 2021. People who are ready to file can begin filing their tax returns with tax prep software, including IRS Free File. Software providers are…

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Client Tax Letter 1st Quarter 2016

Client Tax Letter 1st Quarter 2016

Client Tax Letter 2016 1st Quarter This CPA Client Tax Letter is provided by McDonald Carlson CPAs to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter…

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Get ready to file taxes in 2021

Get ready to file taxes in 2021

There are steps you can take now to make sure your tax filing experience goes smoothly in 2021. First, they can visit the Get Ready page on IRS.gov. Here are a few other things you can do now:…

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Contact Stefforia, Petik & Carlson for Tax Planning and Preparation today!

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