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Welcome to

JL Stephan Co

 

Certified Public Accountants

 

We can’t wait to work with you.

Welcome to

JL Stephan Co

 

Certified Public Accountants

 

We can’t wait to help you with any financial service you may need.

What We Do

We offer a wide range of financial services including Business Accounting, Family and Personal Accounting, Bookkeeping, Payroll, Payroll Tax Reporting, Business Consulting, Quickbooks Support, Tax Planning, Estate Planning and Outside Controller Services.

How We Operate

We work with you, we don’t try to make you fit into our processes and systems. Whether you operate your financials from quickbooks and electronic banking or cash and a shoebox we are glad to work with your financial system.

Business Hours

Monday through Friday 8 AM – 5 PM

Accounting for Businesses

Understanding all the rules and laws and keeping up on the changes isn’t a job for the entrepreneurial owner. Hire out the details, and keep doing the work you love.

Accounting for Businesses

We're consistently staying up to date, year after year on the changes in tax law, keeping your business flowing smoothly and worry free.

Accounting for Individuals

Everyone has to do taxes... and sometimes it’s just easier to ask an expert about them instead of searching the web for answers and hoping to get it right.

Accounting for Individuals

As your local CPA, we’re more than ready to help you ask the right question and give you accurate answers that meet your needs.

Bookkeeping

Accuracy is key in bookkeeping, and it’s important to not stress about it. Every company needs correct bookkeeping and a money model that meets their growth potential.

Quickbooks Support Tax Planning

We have a model that takes account of what your needs are and all the different variables your business needs to consider in proper, consistent, and accurate bookkeeping.

Payroll & Payroll Taxes

So many terms: 941’s, withholdings, annual reports… so much to do! It’s alright to be a business owner and not have to manage all of this yourself.

Quickbooks Support Tax Planning

We can handle all the steps of payroll including printed checks and direct deposits, securely and accurately. We’ll even set it all up for you!

Quickbooks Support

Accounting software can be so useful, and yet learning how to use it can be overwhelming. But, with a little help you can learn what you need to know, and skip what you don’t.

Quickbooks Support Tax Planning

If you currently use quickbooks or wanting to get started with using a computerized accounting program we can help you navigate and understand the ins and outs of your software.

Business Consulting

Sometimes you need advice, especially in startups, but even those in established businesses are looking for the next step toward growth.

Business Consulting

We'd be so glad to answer any questions you have about your business model, and get you on the right track toward greater success!

Tax Planning

Come in and plan ahead! We are happy to sit down and discuss future tax plans for the sale of property, retirement, the purchase of a business, estate planning and much more.

Tax Planning

We should all be planning out our future financials, but we don’t always know where to start. We’re here to get you started and we’ll stick with you through the finish.

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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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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