Business Details
26 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Since 2000, Steward Ingram & Cooper has been a trusted CPA firm serving businesses, nonprofits, and individuals in the Raleigh-Durham area. Our team of Certified Public Accountants, MBAs, and Certified Fraud Examiners brings decades of combined experience in tax compliance, financial planning, and accounting services. We prioritize personalized service, maintaining long-term client relationships that span 10-30 years, and have built a reputation for strategic financial guidance tailored to unique client needs.Our expertise extends beyond basic tax filing to include business valuation, estate planning, and QuickBooks advisory services. As a locally-owned firm based in Morrisville, NC, we combine technical proficiency with a commitment to community involvement, ensuring clients receive both technical excellence and ethical, transparent service delivery.
Services
Accounting Services
Bookkeeping
Tax Consulting
Financial Statements
Non-Profit Services
Details
- Year established: 2000
Highlights and features
- We offer 20+ years of experience in Raleigh-Durham area accounting services
- Our team includes Certified Public Accountants and Certified Fraud Examiners
- We provide personalized financial guidance tailored to individual business needs
- We are Certified QuickBooks ProAdvisors with software expertise
- We maintain long-term client relationships with 10-30 year retention
What people say
Excellent and professional service
Great team
Trusted financial advisors
Personalized service
Experienced CPAs
Services
Accounting Services
Our CPA firm provides comprehensive accounting services for small businesses and nonprofits in the Triangle area. We ensure accurate financial record-keeping, compliance with accounting standards, and strategic financial reporting. Our services include general ledger maintenance, accounts payable/receivable management, and cash flow analysis to support informed business decisions.
Bookkeeping
We offer professional bookkeeping services that maintain accurate financial records for businesses and nonprofits. Our services include bank reconciliations, financial statement generation, and QuickBooks support. As Certified QuickBooks ProAdvisors, we help clients streamline financial processes and maintain organized accounting systems tailored to their specific needs.
Tax Consulting
Our tax consulting services provide strategic guidance for businesses and individuals. We offer year-round tax planning, compliance assistance, and resolution of past tax issues. Our CPAs specialize in minimizing tax liabilities through ethical strategies while ensuring compliance with federal and North Carolina tax regulations for corporations, partnerships, and high-net-worth individuals.
Financial Statements
We prepare and analyze financial statements including balance sheets, income statements, and cash flow reports. Our services ensure compliance with accounting standards while providing clear insights into business performance. We offer audit, review, and compilation services to meet various reporting requirements for businesses and nonprofit organizations.
Non-Profit Services
Our firm specializes in nonprofit accounting services that address complex reporting requirements. We help organizations maintain transparency through accurate financial reporting, Form 990 preparation, and compliance with grantor requirements. Our services support nonprofit financial health while ensuring adherence to specific accounting standards for tax-exempt organizations.
People
Jeffrey C. Cooper
Managing Member
Jeffrey C. Cooper oversees tax compliance operations and serves as managing member. He specializes in assisting high-net-worth clients and Research Triangle Park corporations with complex tax structures, bringing extensive experience in strategic tax planning and business advisory services.
Stephanie B. Holt
Member
Stephanie B. Holt provides comprehensive accounting and tax services to businesses and individuals. With her CPA certification and years of experience in the Raleigh-Durham market, she focuses on delivering personalized financial solutions that support long-term client success.
Brian Burton
Member
Brian Burton offers specialized expertise in fraud examination and accounting services. As a Certified Fraud Examiner and CPA, he helps businesses implement anti-fraud controls while providing strategic financial guidance tailored to their specific industry requirements.
David A. Hogg
Member
David A. Hogg provides professional accounting and tax advisory services to businesses and individuals. With extensive experience in the Triangle area, he focuses on delivering accurate financial reporting and strategic tax planning solutions that align with client business objectives.
Staci Mantz
Senior Accountant
Staci Mantz serves as senior accountant with expertise in business tax services and financial reporting. She works closely with clients to ensure compliance with tax regulations while providing clear financial insights that support informed business decision-making.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including financial reporting, general ledger maintenance, accounts payable/receivable management, and cash flow analysis tailored to small business needs.
Do you offer bookkeeping services for nonprofits?
Yes, we offer specialized bookkeeping services for nonprofits including financial record maintenance, grant compliance reporting, and Form 990 preparation to meet tax-exempt organization requirements.
How can tax consulting benefit my business?
Our tax consulting services help businesses minimize tax liabilities, ensure compliance with changing regulations, and develop strategic financial plans that support long-term growth and operational efficiency.
What financial statement services do you provide?
We offer financial statement preparation, review, and audit services including balance sheets, income statements, and cash flow analysis to ensure accurate business performance reporting.
Are your CPAs certified in specific software platforms?
Yes, we are Certified QuickBooks ProAdvisors providing expert support for QuickBooks software including system setup, financial reporting, and training for business owners.
How do you handle complex individual tax situations?
Our CPAs specialize in complex individual tax planning for high-net-worth clients, including multi-state returns, foreign tax compliance, and strategic estate planning solutions.
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