Robert Stephens

read moreWe are a CPA firm that provides a complete range of financial, consulting, payroll, and tax preparation services. We partner with clients helping them achieve business goals through effective counseling, tax planning, payroll, accounting and financial statement services. Call Today, 574-291-8400, to schedule a no charge meeting at your location and convenience.

read moreFind out how long you need to keep your records. Secure File Transfer. You'll be able to tranfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed. End of Month Software procedures. We will make sure you know exactly how to transfer files to our office, including when to perform backups or other monthend administration. Software. For clients using our proprietary software, we provide software downloads and updates. Software training is also available.

read moreAre you expecting a tax refund from the Internal Revenue Service this year? If so, here are seven things you should know about checking the status of your refund once you have filed your federal tax return. 2. When to Check Refund Status If you e-file, you can get refund information 72 hours after the IRS acknowledges receipt of your return. If you file a paper return, refund information will generally be available three to four weeks after mailing your return. 3. What You Need to Check Refund Status When checking the status of your refund, have your federal tax return handy.

read moreWe provide monthly Management Reports to provide a quick and accurate picture of your business activity. This information is valuable to not only you, the business owner, but also to us as your financial and tax advisor. With this information we can develop tax planning strategies, and assist you by pointing out trends in your business. Of course we are always as close as your phone whenever you have a question. Monthly Operating Statement. Presents your month and year to date sales, cost of sales and expenses, with percentages and comparison to last year or a budget; this is also called a Profit and Loss Statement.

read moreFast, efficient and trouble-free. Our confidential, cost-effective Complete Payroll Service eliminates the tedious chore of payroll processing in your office. Allow us to help you make more profitable use of your business day by assisting with this critical but time-consuming task. Our Complete Payroll Service produces professional, computer-generated checks for your employees and all related tax agencies and other payments, along with a wide variety of available payroll reports and analyses. We also offer direct deposit of payroll for clients who qualify.

read moreTaxpayers who are subject to the federal income tax or who are required to file information returns with the Internal Revenue Service, must keep accurate records. In the event your return is audited, the auditor will expect you to substantiate the revenue and expenses reported on the return with proper accounting documentation. Generally, no penalty is imposed for failure to keep the required records. However, in case of a dispute with the IRS, the burden of proof is on the taxpayer. Incomplete or nonexistent records may result in interest, penalties and loss of legitimate deductions.

read moreA personal discussion of your financial statements or other business matters is available when you need it and is as close as your phone. We will alert you to unusual events or trends that we see as we review your Monthly Management Reports. We will assist in the interpretation of your financial records and reports to help improve your cash flow and profitability. We will help you analyze your expenses to control unnecessary outflow, and suggest new procedures or programs to uncover additional opportunities.