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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Douglas P. Stephenson CPA, CFP®

President & CEO

(909) 824-1623

(909) 824-8021

doug.s@stephensonaccounting.com

Douglas P. Stephenson CPA CFP® is the President and CEO of Stephenson Accountancy Corporation which offers financial services solutions and products to our clients. He graduated from California Baptist University in 1981 with a...
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Jane Cason

Office Manager

(909) 824-1623

(909) 824-8021

Jane.c@stephensonaccounting.com

Jane's is the first friendly voice you hear on the phone and first smiling face you see when you walk into the office. She is your contact person to help you get your questions answered, schedule appointments, along with making sure...
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Melinda Barron, EA

Financial Services Representative Assistant

(909) 824-1623

(909) 824-8021

Melinda.b@stephensonaccounting.com

Melinda Barron is our financial services representative. As such she takes care of the administrative details for Doug with our financial clients and she is available to answer your "quick" questions! A graduate of California State...
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Sonia Calles, EA

Staff Accountant

(909) 824-1623

(909) 824-8021

sonia.d@stephensonaccounting.com

Sonia Calles - Staff Accountant and QuickBooks Pro-Advisor is your primary business contact. Sonia handles our small business clients with monthly accounting, payroll taxes and QuickBooks reconcilliation. She is a seasoned tax preparer...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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