We make tax laws simple. Relationships that drive results.
At Edw. B. Stephenson & Co. CPAs, we pride ourselves on being a trusted partner in the lives of our clients. With over 50 years of experience, we have been providing high-quality accounting and tax services to individuals, families, and businesses in our community. Founded in 1960, our firm has continued to grow and evolve to meet the changing needs of our clients.
Our Story
Our firm was founded on the principles of strong professional and personal relationships with our clients. We believe that every individual and business is unique, and we strive to understand our clients' specific needs and goals. Our experienced team of accountants, led by Aaron Iverson and Maurice Roberts, uses their expertise to provide personalized service and guidance to help our clients achieve their financial goals.
Our Services
We offer a comprehensive range of services designed to meet the diverse needs of our clients. Our services include:
Taxes & Planning
- Tax preparation and planning: Our experienced accountants will help you navigate the complex tax laws and ensure you are taking advantage of all the tax savings available to you.
- IRS Forms: We prepare a wide range of IRS forms, including 1040, 1065, 1120, 1120S, and 990.
Accounting & Bookkeeping
- Accounting and bookkeeping services: We provide tailored accounting services to meet the specific needs of our clients, including reconciliation of bank accounts, maintaining general ledgers, and preparation of monthly balance sheets and income statements.
Payroll
- Comprehensive Payroll Services: We handle all aspects of payroll processing, including IRS and state reporting, processing payroll tax deposits, and calculating vacation, sick, personal, and other accruals.
- After-the-Fact Payroll Services: We offer payroll services for clients who need help with current or past payroll processing.
Consulting
- Retirement options and planning: We help clients plan for their financial future by providing guidance on retirement options and planning strategies.
- Estate planning: We assist clients in creating a plan for the distribution of their assets after they pass away.
- Internal control analysis (business policies and procedures): Our team provides guidance on establishing effective business policies and procedures.
Giving Back to the Community
At Edw. B. Stephenson & Co. CPAs, we believe in giving back to the community that has supported us for over 50 years. We have proudly volunteered at the county fair, local food banks, and donations to local booster clubs and student organizations.
Join Our Family
At Edw. B. Stephenson & Co. CPAs, we believe in building long-term relationships with our clients. We understand that every individual and business is unique, and we strive to provide personalized service and guidance to help you achieve your financial goals.
Excellent Tax Preparation and Accounting Services
Personalized Attention and Expertise
The reviewer praises Aaron and his team at Edw. B. Stephenson for providing top-notch tax preparation and accounting services. With years of experience, Aaron has earned the reviewer's trust, ensuring that all aspects of their tax return are taken care of with diligence and attention to detail. The reviewer also appreciates the office's services for their small business, including payroll, bookkeeping, and financial statements.
Consistency and Reliability
The reviewer highlights the team's consistent and reliable performance over the years, with Christie being particularly exceptional in her role. The reviewer values the team's responsiveness to their needs, always providing prompt assistance when required.
Trust and Recommendation
The reviewer's trust in the office is evident, and they highly recommend their services to anyone in need of tax preparation and accounting help. The reviewer looks forward to continuing their relationship with the office, expressing gratitude for their professionalism and expertise.
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