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Accounting
For
Individuals

Finances are not as difficult as you’ve been lead to believe. We’ll help you understand them, from pennies to taxes.

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What Individual Accounting Covers

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Our Process

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  2. Cepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim.
  3. Sunt in culpa qui officia deserunt mollit anim id est laborum!

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What the locals say about us…

Testimonial Post #2

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Testimonial Post #1

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Everyone’s got a financial journey

We’ve helped many people find the right path

We work with YOU

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Personal Financial Accounting Tips

from Jerry Stephan

Jerry Stephan

(Shown Here)

With a billion and ten years experience, Jerry knows a few tricks and how to explain them. Keep up on his financial blog to learn how you could be doing better with your money.

Blog Post #2- Update Often

A good blog helps give your company a face and establishes that you have reliable expertise.  One of the most important elements to accomplishing that purpose is making sure your blog is regularly updated.

Don’t let your blog fall by the wayside if you want it to have any power to maintain relationships with readers and convince them that you’re advice is current and usable!

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Quick Links

State and Federal Tax Forms

When you don't know which tax forms that you need, we're here to help! We've provided a list that you can access at any time, and is updated yearly with the correct links to the tax forms from the State of Michigan, and the IRS.

Frequently Asked Questions

There is so much information out there about the tax model that we use in the USA, and some of it needs simplification and clarification. Feel free to use our FAQs to help, or contact us below!

JL Stephan Co Financial Team

We love helping people! We understand the complexity of tax and financial know-how, and we can't wait to help you sort it all out.  We also know you want to be able to trust those you work with.  Find out a bit about us below.

J L Stephan Co PC
Certified Public Accountants CPAs

862 E 8th St
Traverse City, MI 49686
(231) 941-7600