Business Details
26 Years
experience
Your Trusted Accounting Partner in Morrisville, NC
Steward Ingram & Cooper PLLC has been a trusted provider of accounting and financial advisory services in the Raleigh-Durham area since 2000. Our team of Certified Public Accountants brings decades of combined experience in tax compliance, financial reporting, and strategic planning for businesses, nonprofits, and high-net-worth individuals. We prioritize personalized service, maintaining long-term client relationships built on confidentiality, expertise, and a deep understanding of evolving tax regulations. Our commitment to excellence is reflected in our tailored approach to bookkeeping, audit services, and tax consulting, ensuring clients receive actionable insights to support financial growth. As a locally-owned firm, we combine technical proficiency with a client-centric philosophy, offering hands-on guidance for complex financial challenges.Our expertise extends to QuickBooks support, estate planning, and nonprofit accounting, addressing the unique needs of diverse clients. With a focus on accuracy and compliance, we empower businesses to make informed decisions while minimizing tax liabilities. Our team's credentials include Certified Fraud Examiner designations and specialized training in financial health analysis. We serve clients across the Research Triangle Park region, emphasizing transparency and proactive communication in every engagement. Over 20 years, we've built a reputation for reliability, adapting to industry changes while maintaining the personalized attention that defines our practice.
Services
Accounting
Bookkeeping
Tax Consulting
Financial Statements
Non-Profit Tax Filing
Estate Planning
QuickBooks Support
Audit Services
Business Tax Services
Personal Tax Services
Details
- Year established: 2000
Highlights and features
- We offer 20+ years of experience in Raleigh-Durham accounting services
- Our team includes Certified Fraud Examiners and QuickBooks ProAdvisors
- We provide tailored tax strategies for high-net-worth individuals
- Our financial health analysis supports data-driven business decisions
- We maintain long-term client relationships with personalized service
What people say
Excellent service
Professional team
Services
Accounting
Our accounting services provide comprehensive financial management for businesses and nonprofits in the Raleigh-Durham area. We specialize in GAAP-compliant financial statements, general ledger maintenance, and regulatory compliance reporting. Our CPAs deliver accurate, timely financial records that support strategic decision-making and tax planning.
Bookkeeping
We offer tailored bookkeeping solutions including accounts payable/receivable management, bank reconciliations, and QuickBooks support. Our certified professionals ensure accurate financial tracking for small businesses and nonprofits, maintaining organized records that facilitate tax preparation and financial analysis.
Tax Consulting
Our tax consulting services focus on minimizing liabilities through strategic planning for businesses and high-net-worth individuals. We provide year-round tax guidance, entity selection advice, and resolution of complex tax issues including multi-state filings and international tax compliance.
Financial Statements
We prepare audited, reviewed, and compiled financial statements in accordance with GAAP standards. Our services include balance sheet analysis, income statement preparation, and cash flow reporting for businesses and nonprofits requiring documentation for loans, grants, or regulatory compliance.
Non-Profit Tax Services
Specialized support for nonprofit organizations including Form 990 preparation, compliance reporting, and financial transparency consulting. We help maintain tax-exempt status through accurate record-keeping, grant reporting, and adherence to specific accounting standards for charitable organizations.
People
Patricia F. Steward
Founder
Certified Public Accountant and Personal Financial Specialist with expertise in business succession planning and strategic financial advisory services for small businesses and individuals.
David F. Ingram
Founder
Experienced CPA with specialization in business auditing, valuation services, and financial health analysis to support business growth and transaction planning.
Jeffrey C. Cooper
Managing Member
CPA with focus on complex tax structures for high-net-worth clients and corporations in the Research Triangle Park area, overseeing tax compliance operations.
Stephanie B. Holt
CPA Member
Certified public accountant providing comprehensive tax and accounting services to businesses and individuals with attention to detail and client education.
Brian Burton
CPA Member
Certified Public Accountant and Certified Fraud Examiner offering expertise in financial analysis, tax planning, and forensic accounting services for business clients.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statements, general ledger maintenance, tax compliance, and strategic financial planning tailored to small business needs.
Do you specialize in nonprofit accounting?
Yes, we offer specialized services for nonprofits including Form 990 preparation, compliance reporting, and financial transparency consulting to maintain tax-exempt status.
What tax planning services are available for individuals?
We offer personalized tax planning for high-net-worth individuals with complex situations, including multi-state returns, estate planning, and international tax compliance.
Are your CPAs QuickBooks certified?
Yes, we are Certified QuickBooks ProAdvisors providing software support, system setup, and training to help businesses optimize their accounting processes.
What financial statement services do you provide?
We prepare audited, reviewed, and compiled financial statements following GAAP standards for businesses and nonprofits requiring documentation for loans or regulatory compliance.
How do you handle business tax compliance?
We assist with entity selection, tax return preparation, and compliance strategies to minimize liabilities while ensuring adherence to federal and state tax regulations.
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