Business Details
38 Years
experience
Your Trusted Partner for Accounting Solutions in Stevensville, MI
Stephen Ross is a full-service accounting firm dedicated to providing personalized financial guidance to individuals and businesses in Stevensville, MI. With over three decades of combined experience, our team of certified professionals specializes in tax planning, accounting, and management consulting, serving industries such as construction, healthcare, and manufacturing. We prioritize building long-term relationships with clients, offering tailored solutions that extend beyond standard tax and accounting services. Our commitment to quality is demonstrated through participation in the AICPA Peer Review Program and adherence to rigorous continuing education standards.The firms mission focuses on adding value by helping clients leverage financial information for strategic decision-making. Our team includes seasoned CPAs who bring expertise in tax compliance, audits, and business advisory services, supported by a staff of ten professionals. Community involvement remains a core value, with team members actively engaged in local organizations such as the St. Joseph-Benton Harbor Rotary Club and Christ Lutheran Church.
Services
Tax Planning
Accounting Services
Audits
Estate Planning
QuickBooks Support
Bookkeeping
IRS Representation
Financial Consulting
Payroll Services
Business Advisory
Details
- Year established: 1988
Highlights and features
- We have over 30 years of experience in public accounting and tax services.
- Our team participates in the AICPA Peer Review Program for quality assurance.
- We maintain continuing education requirements to stay current with industry standards.
- Our professionals specialize in construction, healthcare, and manufacturing industries.
- We offer personalized service with a focus on client-specific financial strategies.
Associations and certifications
- AICPA Peer Review Program
Services
Tax Planning
Stephen Ross provides comprehensive tax planning and preparation for individuals and businesses. Our services include strategic tax reduction strategies, compliance with federal and state regulations, and year-round tax advisory support. We specialize in handling complex tax scenarios for construction, healthcare, and manufacturing industries.
Audits
Our firm offers audit, review, and compilation services tailored to client needs. We provide assurance on financial statements, verify account accuracy, and ensure compliance with accounting standards. Services benefit businesses requiring third-party validation or regulatory adherence in industries like healthcare and construction.
Estate Planning
We assist clients with estate and trust planning to ensure smooth asset transfer while minimizing tax liabilities. Our expertise includes navigating complex tax laws for individuals and businesses, helping clients create legally sound plans that align with their financial goals and family needs.
QuickBooks Support
Stephen Ross offers QuickBooks setup, training, and troubleshooting for businesses. We help clients optimize software use for financial tracking, payroll, and reporting, ensuring accurate and efficient accounting processes tailored to their operational requirements.
Business Advisory
Our advisory services focus on business succession planning, cash flow analysis, and operational efficiency. We work closely with clients to develop strategies for growth, mergers, and acquisitions, leveraging industry expertise in construction, manufacturing, and professional services sectors.
People
Stephen Ross
President
Stephen Ross has over 34 years of public accounting experience, specializing in tax and assurance services for construction and manufacturing businesses. He holds a BS in Accounting from Michigan State University and is actively involved in the St. Joseph-Benton Harbor Rotary Club and Christ Lutheran Church.
Patrick Nelson
Principal
Patrick Nelson brings 20 years of expertise in tax and assurance services for real estate and healthcare clients. He graduated from Bradley University with a BS in Accounting and serves on the St. Joseph River Yacht Club board.
Jeffrey Ziebart
Principal
Jeffrey Ziebart has over 30 years of experience in tax and accounting for medical and manufacturing businesses. He earned a BS in Accounting from Central Michigan University and volunteers with youth sports organizations in St. Joseph.
Questions
What accounting services does Stephen Ross & Company offer?
We provide tax planning, audits, bookkeeping, QuickBooks support, estate planning, and business advisory services for individuals and businesses in southwestern Michigan.
Are your accountants certified?
Yes, our team includes Certified Public Accountants (CPAs) with specialized expertise in tax, audit, and industry-specific consulting services.
Do you serve specific industries?
We specialize in construction, healthcare, manufacturing, and professional services industries, offering tailored financial solutions for each sector.
Do you offer QuickBooks assistance?
Yes, we provide QuickBooks setup, training, troubleshooting, and optimization services to help businesses manage their accounting efficiently.
Is your firm involved in the community?
Our team actively participates in local organizations including the St. Joseph-Benton Harbor Rotary Club and Christ Lutheran Church.
