Business Details
39 Years
experience
Trusted Tax & Wealth Management Services in Alaska & Nevada
Founded in 1987, the Stevens Group CPAs has evolved from a sole proprietorship into a trusted partner for high-net-worth individuals and businesses. Our team of licensed CPAs, tax strategists, and wealth coaches brings decades of specialized expertise to the table. We design forward-thinking plans that stay ahead of tax changes and other financial risks while maintaining a client-first approach. Our personalized solutions build trust with clientele, resulting in long-term financial security and growth. We are more than just CPAswe are strategic advisors dedicated to building lasting financial success for our clients through tailored tax planning and wealth management services.
Services
Tax Planning
Wealth Management
Retirement Planning
Business Advisory
Wealth Coaching
Details
- Year established: 1987
Highlights and features
- We have over 35 years of experience in tax and wealth management.
- Our team combines CPAs, tax strategists, and wealth coaches for holistic solutions.
- We design forward-thinking plans that anticipate tax changes and financial risks.
- Our client-first approach builds trust and long-term financial security.
- We specialize in serving high-net-worth individuals and business owners.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through proactive strategies. We analyze financial situations to identify deductions, credits, and structuring opportunities. Our goal is to create sustainable tax-efficient frameworks that align with long-term financial objectives.
Wealth Management
Wealth management services integrate financial planning with investment strategies to grow and protect assets. We work with clients through major life transitions like divorce or retirement. Our approach combines tax optimization with personalized coaching for comprehensive wealth preservation.
Retirement Planning
Retirement cash flow planning ensures secure post-career income streams. We develop detailed strategies mapping out financial needs throughout retirement years. Our plans address income sources, expense projections, and risk management to maintain financial stability.
Business Advisory
Business advisory services focus on tax optimization and financial structuring for entrepreneurs. We help owners implement strategies to maximize deductions and plan for sustainable growth. Our expertise covers entity selection, profit reinvestment, and succession planning for business continuity.
Wealth Coaching
Wealth coaching provides personalized financial education and decision-making support. Our coaches work with clients to align financial choices with life goals. This service emphasizes long-term wealth preservation through informed investment strategies and risk management practices.
People
Randy Stevens
Founder
Randy Stevens founded the firm in 1987 as a sole proprietorship. His vision established the foundation for strategic tax planning services that continue to guide the company's approach today.
Rhen Stevens
Owner
Rhen Stevens purchased the firm in 2017, continuing its legacy as a second-generation accounting practice. He leads the team in expanding wealth management services while maintaining the client-focused values established by his father.
Questions
What tax planning services do you offer for business owners?
We provide proactive tax strategies for entrepreneurs, including deduction maximization, entity structuring, and profit reinvestment planning to minimize liabilities and support sustainable business growth.
How do you approach wealth management for individuals?
Our wealth management combines tax optimization with personalized coaching, focusing on asset protection, investment strategies, and financial education tailored to individual life goals and circumstances.
Do you serve clients outside Alaska and Nevada?
Yes, we serve clients nationwide through virtual consultations while maintaining physical offices in Anchorage, AK, and Las Vegas, NV, for local support.
What makes your firm different from other accounting practices?
We combine CPA expertise with wealth coaching and business advisory services, offering integrated solutions that address both immediate tax needs and long-term financial objectives for individuals and businesses.
How do you support clients during major life transitions?
We specialize in guiding clients through financial changes from divorce, widowhood, or retirement, providing education and customized strategies to maintain financial stability during these critical periods.