Business Details
Trusted Accounting & Tax Services in Stevensville
Stephen Ross is a full-service accounting firm dedicated to providing personalized financial guidance to individuals and businesses throughout Stevensville, MI, and surrounding areas. With a professional team of ten, we specialize in tax, accounting, and management consulting services, offering deep expertise in construction, physician/dental practice, property management, and manufacturing industries. Our commitment to quality is reinforced through participation in the AICPA Peer Review Program and ongoing professional education.We focus on building lasting relationships to deliver value beyond traditional tax and accounting services, helping clients leverage financial insights for better decision-making. Our team's decades of combined experience ensures tailored solutions that align with evolving regulatory and business landscapes. By maintaining transparency and prioritizing client needs, we aim to be a trusted partner in achieving long-term financial success for every client we serve.
Services
Tax Management Services
Accounting Services
Estate Planning
QuickBooks Assistance
IRS Representation
Payroll Services
Financial Projections
Business Succession Planning
Highlights and features
- We offer 30+ years of combined CPA experience in specialized industries.
- Our team provides tailored tax planning strategies for individuals and businesses.
- We maintain rigorous quality standards through AICPA peer-reviewed processes.
- Personalized service focused on long-term client relationships and financial growth.
- Industry-specific expertise in construction, healthcare, and manufacturing sectors.
Associations and certifications
- AICPA Peer Review Program
Services
Tax Management Services
Our tax management services provide strategic planning and preparation for individuals and businesses. We optimize tax-saving opportunities while ensuring compliance with evolving regulations. Clients benefit from personalized strategies that minimize liabilities and maximize cash flow through expert analysis of current and emerging tax laws.
Accounting Services
We deliver comprehensive accounting solutions including financial statement preparation and system setup. Our services ensure accurate record-keeping tailored to business needs. From startups to established enterprises, we provide reliable financial infrastructure support that enhances decision-making and long-term growth planning.
Estate Planning
Specialized estate and trust planning services help clients navigate complex tax regulations. We develop strategies to ensure smooth asset transfer while minimizing tax burdens. Our approach combines technical expertise with personalized guidance to create effective succession plans for families and business owners.
QuickBooks Assistance
We offer complete QuickBooks solutions from setup to advanced training. Our experts ensure proper implementation for accurate financial tracking. Businesses receive ongoing support to maximize software efficiency, improve reporting accuracy, and maintain reliable accounting systems for better operational management.
IRS Representation
Professional IRS representation protects clients during audits and tax disputes. With extensive experience in tax authority negotiations, we handle all communication and documentation. Our proactive approach minimizes stress while ensuring compliance and favorable resolution of tax-related matters.
People
Stephen Ross
President
CPA with 34 years of experience specializing in tax and assurance services for construction and manufacturing industries. Active in local rotary clubs and banking boards, he combines technical expertise with community leadership to deliver comprehensive financial solutions.
Patrick Nelson
Principal
CPA with 20 years of experience focused on real estate and healthcare practices. A dedicated sailor and former yacht club leader, he brings strategic tax planning expertise to help businesses optimize financial performance through industry-specific insights.
Jeffrey Ziebart
Principal
CPA with 30 years of experience serving medical and manufacturing sectors. Active in youth sports organizations, he specializes in tax planning and accounting services that support long-term business growth and personal financial objectives.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial statements, payroll processing, and system setup tailored to small business needs.
How do you help with tax planning for individuals?
Our tax planning services focus on minimizing liabilities through strategic deductions, retirement planning, and estate considerations based on individual financial situations.
Can you assist with QuickBooks software implementation?
Yes, we offer complete QuickBooks setup, training, and ongoing support to ensure accurate financial tracking and reporting for businesses.
Are you experienced with construction industry accounting?
We have specialized expertise in construction accounting with tailored solutions for project costing, job tracking, and industry-specific financial reporting.
How do you handle IRS audit representation?
Our CPAs provide comprehensive audit support, handling all communication and documentation to ensure compliance and favorable resolution of tax matters.
