Business Details
50 Years
experience
Trusted Accounting Services in Cumming, GA
Le Roy, Cole & Stephens has been a trusted name in accounting services since 1976, providing tailored financial solutions to individuals, businesses, and nonprofit organizations. Our team of seasoned professionals combines decades of experience with a commitment to personalized service, ensuring clients receive timely, accurate advice aligned with evolving tax laws and accounting standards. We specialize in tax planning, compliance, auditing, and financial consulting, leveraging our expertise to help clients maximize profitability and operational efficiency. Our dedication to high standards is reflected in our participation in the AICPA's Private Company Practice Section peer review program, where we have consistently received the highest ratings.We prioritize building long-term relationships based on trust, transparency, and mutual respect, working collaboratively with clients to address both immediate needs and long-term goals. With a focus on innovation and client-centric problem-solving, we empower businesses and individuals to navigate financial challenges confidently. Our secure client portal ensures seamless, encrypted communication, while our proactive approach to education and compliance helps clients stay informed about critical deadlines and regulatory changes. As a cornerstone of the Cumming business community, we take pride in delivering exceptional service that fosters sustained success for every client we serve.
Services
Tax Planning
Accounting Consulting
Auditing Services
Financial Statement Preparation
Business Advisory
Details
- Year established: 1976
Highlights and features
- We offer over 45 years of experience in accounting and tax services.
- Our team provides personalized, client-focused solutions with technical expertise.
- We maintain current knowledge of evolving tax laws and accounting standards.
- Our secure client portal ensures encrypted, efficient communication.
- We prioritize long-term relationships built on trust and mutual respect.
Associations and certifications
- AICPA Private Company Practice Section
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial outcomes through strategic compliance and foresight. We analyze unique circumstances to minimize liabilities while aligning with long-term goals. Clients benefit from our deep understanding of current tax regulations and proactive approach to legislative changes.
Auditing Services
We conduct comprehensive audits for businesses, nonprofits, and local governments to ensure adherence to accounting standards. Our auditors identify operational inefficiencies and provide actionable recommendations. Clients receive assurance of financial accuracy and compliance with regulatory requirements.
Accounting Consulting
Our consulting services deliver tailored insights to improve business efficiency and profitability. We evaluate financial trends and offer strategic guidance on cost management and growth opportunities. Clients gain access to expert analysis for informed decision-making.
Financial Statement Preparation
We prepare accurate, compliant financial statements that reflect business performance clearly. Our process ensures transparency for stakeholders and supports regulatory filings. Clients receive timely, organized documentation to aid in financial planning and audits.
Business Advisory
Our advisory team partners with businesses to address operational challenges and growth strategies. We provide customized solutions for improving efficiency and profitability. Clients benefit from our industry-specific expertise and proactive problem-solving approach.
People
John Le Roy
Partner
John Le Roy brings decades of accounting expertise to LCS, specializing in tax strategy and compliance. He prioritizes client collaboration and has guided numerous businesses through complex financial landscapes. His leadership emphasizes technical precision and long-term client success.
Charles Cole
Partner
Charles Cole focuses on auditing and financial consulting, offering clients actionable insights for operational improvement. With extensive experience in nonprofit and government sectors, he ensures compliance and efficiency. His approach combines analytical rigor with personalized service.
Jeff Stephens
Partner
Jeff Stephens specializes in business advisory services, helping organizations navigate financial challenges. His expertise in strategic planning supports clients in achieving sustainable growth. He is committed to delivering innovative solutions tailored to unique business needs.
Beverly Le Roy
Senior Accountant
Beverly Le Roy provides meticulous accounting support, ensuring accuracy in financial reporting and compliance. Her attention to detail benefits clients across industries. She plays a key role in maintaining the firm's high standards for client deliverables.
Cindy Tanner
Client Services Manager
Cindy Tanner oversees client communications and portal operations, ensuring seamless interactions. Her focus on user experience enhances the firm's secure digital services. She serves as a trusted point of contact for client inquiries and support.
Questions
What services does Le Roy, Cole & Stephens offer?
We provide tax planning, compliance, auditing, financial statement preparation, and business advisory services for individuals and organizations.
How long has the firm been in operation?
Le Roy, Cole & Stephens has served clients since 1976, offering over 45 years of accounting expertise.
Is client data secure with your online portal?
Yes, our portal uses SSL encryption, ensuring secure file transfers and communications comparable to banking standards.
Do you work with nonprofit organizations?
Yes, we provide specialized accounting and auditing services for nonprofits and local governments.
