Business Details
48 Years
experience
Your Trusted Accounting Partner in Hamilton, OH
Stephenson and Warner is a professional accounting firm committed to delivering exceptional service through decades of expertise and personalized attention. Founded in 1978, our firm has grown from a small local practice to a trusted multi-location provider of comprehensive accounting, tax, and advisory services. Our team of certified professionals brings deep industry knowledge and technical proficiency to every client engagement, ensuring accurate financial reporting, strategic tax planning, and actionable business insights. We maintain rigorous adherence to ethical standards while fostering long-term relationships built on reliability and transparency. With a proven track record of representing clients during audits and resolving complex tax matters, we combine institutional experience with individualized care.Our commitment to continuous improvement is reflected in our adoption of advanced accounting technologies and our active participation in professional organizations like the AICPA and Ohio Society of CPAs. We prioritize timely communication, with guaranteed 24-hour response times for client inquiries and a pledge to complete individual tax returns within 20 business days. Through our payroll processing subsidiary, we extend our expertise to streamline business operations for clients of all sizes. Our community involvement and client testimonials affirm our position as a trusted partner in financial success. By maintaining manageable firm size, we ensure every client receives personalized attention from professionals who understand their unique financial landscape.
Services
Tax Planning
Payroll Services
Business Advisory
Audit Representation
Accounting Systems
Financial Projections
Entity Selection
Retirement Plans
QuickBooks Support
Government Compliance
Details
- Year established: 1978
Highlights and features
- 45+ years of continuous service with experienced CPAs on staff
- Guaranteed 24-hour response time for client communications
- Certified professionals with specialized expertise in tax law and accounting
- Responsible for penalties related to preparation errors
- Integrated payroll services through affiliated company S & W Data Processing
Associations and certifications
- AICPA
- Ohio Society of CPAs
- Association of Certified Fraud Examiners
What people say
Excellent information
Competent steady advice
Professional and informed
Prompt responses
Knowledgeable staff
Services
Tax Planning
Our tax planning services help clients minimize liabilities through strategic timing of deductions, credits, and income recognition. We analyze individual and business financial situations to implement tax-efficient structures while ensuring compliance with evolving regulations. Our CPAs provide ongoing guidance to optimize tax positions for both current and future financial goals.
Payroll Services
S & W Data Processing offers comprehensive payroll solutions including check writing, direct deposit, and tax filings. We handle employee compensation programs, retirement plans, and workers' compensation services while ensuring compliance with federal and state regulations. Our CPA-reviewed processes guarantee accurate tax payments and reporting.
Audit Representation
We provide full audit support from initial notice through resolution, representing clients before tax authorities. Our services include preparing documentation, responding to inquiries, and negotiating settlements for federal and state audits. We specialize in resolving complex tax issues, penalties, and assessments with proven success.
Business Advisory
Our advisory services help businesses select optimal entity structures, develop financial projections, and implement internal controls. We assist with succession planning, software selection, and operational efficiency improvements. Our QuickBooks-certified advisors provide tailored solutions for growing businesses seeking strategic financial guidance.
Accounting Systems
We design and implement accounting systems for accurate financial reporting and budget management. Services include general ledger setup, internal control evaluation, and software troubleshooting. Our team specializes in QuickBooks and Peachtree implementations to streamline financial operations for businesses of all sizes.
People
Larry F. Warner Jr.
Managing Partner
With over 40 years in public accounting, Larry F. Warner Jr. leads our firm's strategic direction while maintaining active client relationships. A certified public accountant since 1978, he specializes in tax strategy and business advisory services.
Bryan Boynton
Partner
Partner Bryan Boynton brings extensive auditing and financial reporting expertise to our firm. Certified since 1997, he focuses on delivering comprehensive accounting solutions and compliance services to corporate and nonprofit clients.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statement preparation, audits, reviews, internal control analysis, and QuickBooks implementation for businesses of all sizes.
How quickly do you respond to client inquiries?
We guarantee responses to all phone calls and emails within 24 business hours and typically complete individual tax returns within 20 business days.
Do you handle multi-state tax returns?
Yes, our tax professionals prepare returns for all 50 states with expertise in navigating complex multi-jurisdictional tax requirements.
What payroll services are available?
Our affiliated payroll company offers check writing, direct deposit, tax filings, and benefit program administration with CPA oversight for complete compliance.
How do you handle audit representation?
We provide comprehensive audit defense services including document preparation, authority communication, and resolution negotiation to protect your interests throughout the process.
