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
What taxpayers can do if they haven’t received all their tax documents
Before filing a federal tax return, taxpayers should make sure they have the necessary and correct documents. Here’s what taxpayers should do if they haven’t received their Form W-2 or Form 1099 yet. Taxpayer options…
Actions taxpayers should take if they missed April filing and payment deadline
Taxpayers who missed the April 15 filing deadline should submit their federal tax return as soon as possible. Those who missed the deadline to file and owe taxes should file as soon as possible to…
Michigan Treasury Responds to Notice Errors, Advises on Refund Checks
The Michgan Association of CPAs is aware of an issue involving Michigan Department of Treasury (Treasury) notices indicating that certain 2025 estimated payments were not applied to taxpayers’ annual returns, despite confirmation that payments had…
Summer fun has begun: How common activities could impact the next tax return
Summer hasn’t officially started, but summertime events and happenings certainly have. Most people aren’t thinking about taxes when there’s summer fun to be had, but there’s some common activities that could impact taxpayers in the…
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…
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…
IRS to phase out paper tax refund checks starting with individual taxpayers
The Internal Revenue Service, working with the U.S. Department of the Treasury, today announced that paper tax refund checks for individual taxpayers will be phased out beginning on Sept. 30, 2025, as required by Executive Order…
ABLE savings accounts and other tax benefits for persons with disabilities
People with disabilities and their families can use Achieving a Better Life Experience accounts to help pay for qualified disability-related expenses. ABLE accounts are savings accounts that don’t affect eligibility for government assistance programs. Here are some key…
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Contact Stefforia, Petik & Carlson for Review, Compilation and Preparation today!