A Trusted Partner for Financial Success
Steven R. Corey, CPA has been providing personalized financial guidance to individuals and businesses in Montrose and beyond for over 30 years. Combining expertise, dedication, and a deep understanding of the local community, Steven builds lasting relationships with clients by proactively addressing their financial needs.
Comprehensive Financial Support
Steven offers a comprehensive array of services covering every phase of your financial journey. From tax management and accounting services to audits, financial planning, and bookkeeping, you can confidently trust your financial future to his capable hands.
Tax Management Services
- Comprehensive tax planning and preparation
- Minimization of tax liabilities
- Maximization of cash flow
- Detailed tax compliance assistance
Assurance and Advisory Services
- Audits, reviews, and compilations
- Business valuations
- Forensic accounting services
- Risk assessment and mitigation strategies
Financial and Retirement Planning
- Goal-oriented planning for retirement, estate, and financial security
- Investment analysis and portfolio management
- Financial projections and forecasting
Keeping Your Business on Track
- Bookkeeping and write-up services
- Payroll processing and compliance
- Financial statement preparation
- Business succession planning
Additional Services
- Computer consulting and technology support
- Debt and finance advisory
- Mergers, acquisitions, and sales support
Experience and Expertise
Steven's expertise extends beyond just technical proficiency. He brings a deep understanding of tax regulations, accounting principles, and financial planning strategies. His dedication to open communication, meticulous analysis, and personalized attention ensures that you receive tailored solutions that meet your unique needs.
Exceptional Service and Expertise
The reviewers have nothing but praise for their experiences with Steve Corey, CPA. Despite not being a current or former client, Ted P. was impressed with Corey's willingness to take the time to answer his questions about payroll options and tax credits with patience and clarity. Chris White, another satisfied customer, praises Corey as the best accountant he has ever used, citing his help in incorporating his company and assisting with IRS questions. Dan Waltrip's review corroborates these sentiments, describing Corey as a delight to work with and commending his efficiency, professionalism, and fair pricing.
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