Business Details
Trusted Accounting and Tax Services in Ann Arbor
Stefforia, Petik & Carlson CPAs has built a reputation for delivering personalized, timely, and reliable accounting and tax services to individuals and businesses. With decades of combined experience, our team of certified professionals specializes in accounting, tax planning, estate tax strategies, and business consulting, leveraging expertise to address complex financial challenges. We prioritize transparency, ethical practices, and client education, ensuring clients understand the scope and value of our work.Our commitment to returning calls and emails within 24 hours underscores our dedication to exceptional service. Backed by affiliations with professional organizations like the American Institute of CPAs, we serve diverse industries, including manufacturing, retail, and nonprofits, while actively contributing to community initiatives.
Services
Accounting Services
Estate Tax Planning
Management Consulting
Financial Statements
Tax Preparation
Highlights and features
- We offer personalized accounting services with timely client communication.
- Our team includes CPAs with over 30 years of industry experience.
- We specialize in tax planning to minimize liabilities for individuals and businesses.
- We provide QuickBooks setup and ongoing support for efficient bookkeeping.
- We prioritize transparency and ethical practices in all client engagements.
Services
Accounting Services
We provide full business accounting services, including general ledger maintenance, bank reconciliations, payroll, and financial statement preparation. Our QuickBooks expertise ensures efficient day-to-day bookkeeping and tailored software solutions for businesses. Clients benefit from accurate, up-to-date financial records to support informed decision-making.
Estate Tax Planning
Our estate tax planning services guide clients through asset transfer strategies to minimize or eliminate tax liabilities. We prepare estate, trust, and gift tax returns while offering personalized advice to ensure seamless wealth transition for beneficiaries and trusts.
Management Consulting
We deliver strategic consulting for business growth, including tax planning, operational advice, and entity structure selection (C-corp, S-corp, LLC). Our expertise supports startups, business sales, and long-term financial optimization for diverse industries.
Financial Statements
We prepare and review financial statements for for-profit and nonprofit entities, ensuring accuracy and compliance. These statements aid in securing loans, monitoring performance, and demonstrating financial health to stakeholders and regulatory bodies.
Tax Preparation
We handle federal, state, and local tax returns for individuals, corporations, estates, and nonprofits. Our focus is minimizing liabilities through strategic planning and compliance with evolving regulations, including corporate, partnership, and individual tax filings.
People
Jeffrey R. Stefforia
Partner
Jeffrey R. Stefforia, CPA, is a partner with over 30 years of experience in audit, accounting, and consulting. He serves manufacturing, franchising, and retail industries and contributes to community organizations like Our House, supporting foster care transitions.
Tim Petik
Partner
Tim Petik, CPA, specializes in small business and nonprofit financial solutions with 30+ years of experience. He has served as treasurer for the American Red Cross and community advocacy groups, focusing on tax consulting and strategic growth.
Kirk M. Carlson
Partner
Kirk M. Carlson, CPA, MBA, brings expertise in financial management and education. A former professor, he advises businesses on accounting systems and operational efficiency while participating in community leadership and marathon running.
Ryan McCollough
Principal
Ryan McCollough, CPA, provides tax services for international and domestic clients with over a decade of public accounting experience. He contributes to local community initiatives through leadership programs and outdoor recreational activities.
Anna Sieffert
Principal
Anna Sieffert, CPA, specializes in tax services for businesses and individuals with five years of public accounting experience. She balances client work with family time and outdoor activities like hiking and hunting.
Questions
What accounting services do you offer?
We provide full business accounting, including payroll, financial statements, bank reconciliations, and QuickBooks setup and support tailored to your business needs.
Do you handle tax planning for individuals and businesses?
Yes, we offer tax planning and preparation for individuals, corporations, partnerships, estates, and nonprofits to minimize liabilities and ensure compliance.
Can you assist with estate tax strategies?
We guide clients through asset transfer strategies to reduce estate taxes, including preparation of estate, trust, and gift tax returns.
What consulting services are available?
Our consulting services include business structure selection, operational advice, and strategic planning for startups, expansions, and sales.
How do you support QuickBooks users?
We help select, install, and set up QuickBooks products, provide staff training, and review bookkeeping to ensure accurate financial records.
Are your services available for nonprofits?
Yes, we prepare Form 990 returns and offer operational advice to help nonprofits maintain compliance and achieve financial goals.
