Local

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Local

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Accommodating

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Accommodating

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Belief

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Belief

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Local CPAs you can trust.

People who meet you where you are.

1

Who – How – Why (about us preview)

Jerry first arrived in Traverse City from Grand Rapids in October of 1979. After graduating from Grand Valley State University (then Grand Valley State Colleges), he began working for a CPA firm in Grand Rapids and received his certificate in 1979. Interest in having his own firm brought him north and J L Stephan Company, PC, CPAs was born. Initially just a secretary and himself, JLSPC gradually expanded and the growth let to the move to their current location at 862 E. 8th Street. Currently operating with 1 bookkeeper & 2 CPAs, JLSPC still offers full bookkeeping & tax services for individuals & businesses as well as consultations & business evaluations.

Accounting for Businesses

We offer full service accounting - tax returns, financial statements & business valuations.

Accounting for Businesses

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Accounting for Individuals

We can prepare your income tax returns, with schedule C if needed. We also can do a profit/loss statement - often required for bank loans.

Accounting for Individuals

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Bookkeeping

J L Stephan Co offers a full range of bookeeping - we will do as much or as little as you need. Whether you need check writing services or an overview of your finances we can help - using your software or ours.

Bookkeeping

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Payroll, Payroll Tax Reports

If you have employees we can do your payroll & all associated reports ( 941, state withholding, state unemployment, federal unemployment, W-2's). We can print checks or do direct deposit.

Payroll, Payroll Tax Reports

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Outside Controller Services

Needing someone to audit your books, give suggestions on improving your controls? Let's have a discussion.

Outside Controller Services

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Business Consulting

Whether buying an existing business or starting one yourself, it's often a good idea to have us look at your business plan and offer advice.

Business Consulting

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Quickbooks Support Tax Planning

If you currently use quickbooks, or are wanting to start using it we can help you navigate and understand the program to your best advantage.

Quickbooks Support Tax Planning

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Governmental Services

Although we no longer offer governmental audits, we can help you get your books ready for the auditor.

Governmental Services

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Testimonial Post #2

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Testimonial Post #1

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