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.

What Individual Accounting Covers

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Our Process

First.   We Listen.  For Free.

You can make an appointment to meet with Jerry or Jim. They will listen to you, get a sense of the services you want or need, and suggest how best to implement those services.

After the initial consultation, we will give you an estimate of the cost of our services.

Once we have a plan agreed upon, we’ll get to work taking genuine care for your business financials.

We work with YOU

We will not force you to fit into a process that doesn’t work for you.  We’ll find out how you function and operate as well as communicate, and work with your system, not make you follow ours.  Your workflow will become ours.

What the Locals Say

Testimonial Post #2

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James Palmer

Owner/Operator – Prestine Floor Card

“We’ve had a relationship with JL Stephan Co PC for almost 18 years and, during that time, have always received excellent service.  With that long of continued business, it’s no question we view JLSPC as a trusted and valued business partner. Looking forward to many more years.”

FAQs Business Accounting

answers from Jerry Stephan & Jim Dulzo – 70 Years of Experience

Jerry Stephan

Jerry has been a CPA and in the accounting business for 40 years.   He has dealt with every type of business imaginable. No business is too large or too small for Jerry’s help and business knowledge.

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Jim Dulzo

Jim has 20 plus years of accounting experience between the public and private sector accounting

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

Send us an email

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