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Our Services

Tax Preparation

We provide tax services to individuals, businesses and not for profit organizations including tax planning, federal and state income tax preparation, electronic tax filing and audit representation. We also prepare sales tax, payroll tax and business personal property tax returns.

Audit, Review, and Compilation Services

As a full service CPA firm Stephenson Accountancy Corporation offers attest services such as audits, reviews and compilations. Third party users of an organizations' financial statements such as creditors, investors, and grantors rely on Certified Public Accountants to offer assurance on the validity of such statements. We can help in this process whether the goal is to obtain financing or insure proper stewardship of funds. Stephenson Accountancy Corporation strives to stay current on the latest standards in order to better assist their clients in this field.

QuickBooks Proadvisors

As QuickBooks Proadvidors we work hands on with your accounting staff to set up, train, and monitor your accounting systems. We then work with your management team to review the accounting data and help you make sound and prudent business decisions.

Wealth Management Services*

Doug can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Using the 8 wealth management issues, he addresses your most pressing financial concerns.

Retirement Planning*

Most people who retire today will live at least 20 years after they stop working. Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?

Education Planning*

You've worked hard to get where you are today. You may even be in the position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education. I can help you make college your long-lasting legacy.

Legacy Planning

If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.

Professional Money Management*

Today's investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like me to assist them in creating a customized portfolio based on their individual needs.

Additional Services

  • Mutual Funds* 
  • Annuities* 
  • Stocks* 
  • Bonds* 
  • Life Insurance 
  • Accounting services
  • Business consulting
  • Standard Tax Filing
  • IRAs*
  • Business Federal and State Tax Preparation
  • QuickBooks Consulting
  • Payroll reporting
  • SEPs*
  • Accounting consulting
  • Corporations
  • Business Technology Assessments and Planning
  • Rollovers
  • Electronic Tax Filing
  • S-Corporations
  • Individual Tax Planning
  • Business Bookkeeping
  • Small business consulting
  • Estate and Gift Tax Planning
  • Partnerships
  • Individual Federal and State Tax Preparation 
  • SIMPLEs*
  • Limited Liability Companies 
  • Long-Range Business Planning
  • Business Tax Planning
  • Roth IRAs*
  • Long-Range Personal Planning

 *These services are offered by Douglas Stephenson through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.