Stephanie A Baumer CPA PC

Stephanie A. Baumer, CPA, PC is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. For years, we have been providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from tax management and accounting services to more in-depth services such as compiled and reviewed financial statements.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.

We have been a staple of the area's business community for years, and we pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Stephanie A. Baumer, CPA, PC receive competent and timely advice.

Our team includes experienced professionals who are dedicated to providing the highest level of service to our clients. Our team members are:

• Stephanie Baumer, CPA: With a BS in Accounting from Wingate University in 1996, Stephanie has been certified as a CPA in North Carolina since 1996. She is the founder of the firm and has extensive experience in tax management and accounting services.
• Catherine Johnson, CPA: With a BS in Accounting from Pfeiffer College in 1994, Catherine has been certified as a CPA in North Carolina since 1994. She has been a key member of the firm for many years, providing valuable insights and expertise to our clients.
• Linda Day: Linda graduated with a BS in Accounting from Gardner Webb in 2011. She has been with the firm for several years, assisting with accounting services and financial planning.
• Claudia Edwards: Claudia graduated with a BS in Accounting from NC State University in 2021. She is the newest member of our team, bringing fresh perspectives and ideas to our clients.

Services

We provide a wide range of services to individuals and businesses in a variety of industries. These services include:

• Tax Management: We offer comprehensive tax management services, including preparation of tax returns, representation before the IRS, and tax planning strategies.
• Accounting Services: Our accounting services include financial statement preparation, budgeting, and financial planning.
• Financial Planning: We provide financial planning services, including retirement planning, estate planning, and investment advice.
• Business Consulting: We offer business consulting services, including business start-up advice, financial projections, and operational efficiency improvements.

Financial Tools

We also provide our clients with access to financial tools and resources to assist in their financial planning. These include:

• Calculators: We offer a variety of financial calculators, including loan calculators, retirement calculators, and investment calculators.
• Tax Forms and Publications: We provide access to an archive of all IRS forms and publications.
• News and Guides: We offer monthly and daily news updates, as well as financial guides on topics such as banking, business finance, insurance, and life events.

At Stephanie A. Baumer, CPA, PC, we are dedicated to helping our clients achieve their financial goals. Whether you are an individual or business, we welcome any questions or comments you may have. Feel free to contact us at any time:

Telephone: (704) 624-1974

Fax: (704) 624-1977

Email: sbaumer@baumercpa.com