Our Vision and Values
At Stephen Priestley, CPA PLLC, we're driven by the pursuit of excellence in accounting and financial guidance. We believe in building strong, personalized relationships with our clients, understanding their unique needs and aspirations. Our core values are:
- Integrity: We uphold the highest ethical standards and act with transparency in all our endeavors.
- Expertise: Our team boasts over 14 years of experience in accounting, taxation, and financial planning.
- Accessibility: We prioritize clear and open communication, ensuring you always feel informed and involved.
- Client-centeredness: We prioritize your needs and goals, offering tailored solutions and personalized attention.
Our Services
We offer a comprehensive range of accounting and financial services to individuals and businesses, including:
Business Services
- Bookkeeping Services
- Business Tax Services
- Business Consulting
- Business Valuation & Litigation Support Services
- QuickBooks Services
- Offsite Controller Services
- Succession Planning
- New Business Formation
Personal Services
- Personal Income Taxes
- Personal Tax Planning
- Estate Planning
Tax Services
- Comprehensive tax preparation and planning for individuals and businesses
- Expertise in gift, estate, and trust tax preparation
- Payroll and payroll tax services
- ERISA compliance assistance
Financial Planning
- Budget and investment planning
- Retirement planning
- Estate planning
- Financial goal setting and tracking
Our Team
Led by founder and managing partner Stephen Priestley, CPA, our team of experienced professionals is dedicated to providing personalized, tailored solutions to every client. We are committed to continuous learning and development, staying at the forefront of industry trends and regulations.
Why Choose Stephen Priestley, CPA PLLC?
When you choose Stephen Priestley, CPA PLLC, you get:
- Personalized and attentive service
- Access to experienced and qualified professionals
- Comprehensive and tailored solutions
- Transparent and clear communication
- A trusted partner in your financial journey
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