Business Details
Trusted Tax & Accounting Services in Greer, SC
Stevenson Tax & Accounting is a family-owned firm founded by David and Ricky Stevenson, dedicated to delivering exceptional service to clients. With decades of combined experience in financial management, taxation, and business consulting, we prioritize personalized attention and quality solutions. Our team specializes in individual and corporate tax preparation, bookkeeping, payroll services, and tax resolution strategies. We serve clients in Greenville, Greer, Simpsonville, and across 20+ states, as well as international clients.Our commitment to convenience ensures services align with client needs, not rigid schedules. As Endorsed Local Providers for the Dave Ramsey Show, we integrate financial wisdom into tax planning. We emphasize transparency, accuracy, and long-term client relationships, leveraging expertise in accounting systems, audits, and business organization. Our mission is to simplify complex financial matters while maximizing client benefits.
Services
Individual Tax Preparation
Corporate Tax Preparation
Bookkeeping
Tax Planning
Tax Resolution
Business Organization
Payroll Services
LLC Formation
Accounting System Design
Financial Consulting
Highlights and features
- We offer over 35 years of combined experience in tax and accounting services.
- Our team provides personalized, client-focused solutions tailored to individual needs.
- We serve clients across 20+ states and internationally, with local expertise.
- Our tax resolution services address complex back-tax issues effectively.
- Endorsed by the Dave Ramsey Show for financial planning expertise.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Individual Tax Preparation
We prepare individual income tax returns with a focus on maximizing refunds and minimizing liabilities. Our personalized approach ensures compliance while leveraging deductions and credits. Clients receive clear guidance on filing requirements and tax-saving opportunities.
Corporate Tax Preparation
We handle tax returns for businesses of all sizes, including partnerships, S corps, and C corps. Services include year-end reporting, compliance with federal/state regulations, and strategic planning to optimize business tax outcomes.
Bookkeeping
Our full-cycle bookkeeping services include accounts payable/receivable, bank reconciliation, budget preparation, and financial statement generation. We ensure accurate, up-to-date records to support informed business decisions and audit readiness.
Tax Resolution
We resolve back-tax issues through offers in compromise, payment plans, and IRS audit representation. Our expertise reduces penalties and streamlines negotiations, providing tailored solutions for individuals and businesses in tax distress.
Business Organization
We assist in structuring new businesses, including LLC formation, payroll setup, and accounting system design. Services cover legal compliance, tax classification, and operational frameworks to establish a solid foundation for growth.
People
David Stevenson
President, CPA
David Stevenson, a Certified Public Accountant with over 35 years of experience, specializes in financial management, taxation, and business consulting. He holds a B.S. in Accounting from the University of Tennessee (1971) and has served as CFO/controller for diverse organizations.
Ricky Stevenson
Vice President, Enrolled Agent
Ricky Stevenson, an Enrolled Agent with expertise in individual and small business taxation, graduated from Clemson University (2003) and Liberty University (2020). He specializes in payroll, QuickBooks, and financial services, supporting clients with tax and HR needs.
Questions
What tax services do you offer?
We provide individual and corporate tax preparation, tax planning, IRS audit representation, and tax resolution services, including offers in compromise.
Are your office hours extended during tax season?
Yes, from January 24th to May 1st, we’re open Monday-Thursday 9 AM–7 PM and Friday-Saturday 9 AM–5 PM.
Do you serve clients outside South Carolina?
Yes, we serve clients in over 20 U.S. states and internationally, in addition to local areas like Greenville and Simpsonville.
What accounting services are available?
We offer bookkeeping, payroll processing, financial statement preparation, budgeting, and accounting system design for businesses of all sizes.
Are you affiliated with the Dave Ramsey Show?
Yes, David Stevenson is the Endorsed Local Provider for tax services in Upstate SC, integrating Dave Ramsey’s financial principles into tax planning.
Can you help with business setup?
Yes, we assist with LLC formation, business organization, payroll setup, and accounting systems to establish a strong financial foundation.
