Business Details
We are Stevenson Tax & Accounting, a familyowned firm dedicated to delivering exceptional service to every client. We have more than 35 years of combined experience in tax preparation, accounting, and financial consulting, and we bring deep expertise to each engagement. Our lead CPA, David Stevenson, has guided turnaround and startup operations for companies ranging from small startups to large enterprises. We have Ricky Stevenson, an Enrolled Agent, who specializes in individual and smallbusiness taxation and provides expert payroll and bookkeeping solutions. We solve complex tax problems through tailored tax planning, resolution services, and precise compliance strategies.
Our professional standards are upheld by rigorous training, adherence to IRS regulations, and transparent communication with our clients. We prioritize client satisfaction by offering convenient office hours, a responsive client portal, and personalized attention. Our teams proven track record includes successful filings for partnerships, corporations, and individuals across the Upstate and beyond. We, as an endorsed local provider for the Dave Ramsey Show, help our community understand and plan tax matters in line with proven financial principles. We remain committed to delivering highquality, trustworthy service that protects our clients financial futures.
Our professional standards are upheld by rigorous training, adherence to IRS regulations, and transparent communication with our clients. We prioritize client satisfaction by offering convenient office hours, a responsive client portal, and personalized attention. Our teams proven track record includes successful filings for partnerships, corporations, and individuals across the Upstate and beyond. We, as an endorsed local provider for the Dave Ramsey Show, help our community understand and plan tax matters in line with proven financial principles. We remain committed to delivering highquality, trustworthy service that protects our clients financial futures.
Highlights and features
- We bring 35+ years of combined tax expertise.
- Our ELP endorsement for Dave Ramsey validates expertise.
- We guarantee accurate filings with compliance and audit protection.
- Our CPA and Enrolled Agent certifications ensure credibility.
- We provide flexible hours and a responsive client portal.
Services
Individual Tax Preparation
We prepare accurate individual tax returns that maximize refunds for clients of all income levels. Our personalized approach ensures compliance with current IRS regulations while addressing unique financial situations. Clients benefit from timely filing, reduced errors, and peace of mind today.
Corporate Tax Preparation
We specialize in corporate tax returns for businesses of any size, delivering precise calculations and strategic planning. Our expertise ensures full compliance with federal and state requirements while optimizing tax liability. Business owners receive reliable filings, audit readiness, and financial insight for growth.
Full Cycle Bookkeeping
We provide comprehensive fullcycle bookkeeping that manages every financial transaction from entry through detailed reporting. Our services include bank reconciliation, financial statement preparation, and budgeting for small to medium enterprises. Clients benefit from accurate records, streamlined operations, and actionable financial insights for decision making.
Tax Planning
We develop strategic tax plans that anticipate future liabilities and optimize client savings through careful forecasting. Our seasoned advisors craft tailored solutions for individuals and businesses using detailed financial analysis and scenario modeling. Clients achieve longterm tax efficiency, reduced risk, and greater financial confidence.
Tax Resolution
We resolve complex tax disputes by offering offers in compromise and other settlement options. Our experienced team negotiates with the IRS to successfully reduce liabilities and restore compliance. Clients gain peace of mind, lowered balances, and a clear path forward.
