We offer many other services that can help you meet your business needs. We provide business income tax planning and operational advice to highlight the how and why of improving your business’ performance. Starting a…
Estate Tax Planning Services
We can guide you through the complex process of transferring your assets to your beneficiaries while reducing or eliminating the taxes due on these transfers. We also offer complete income tax preparation including estate, trust…
Accounting Services and Quickbooks
We provide full business accounting services, including general ledger maintenance, bank reconciliations, payroll, financial statement preparation and business sales tax and property tax returns. QuickBooks accounting software makes most of the day-to-day bookkeeping operations relatively…
Services
Stefforia, Petik & Carlson, CPAs provides a comprehensive range of services, including the following primary areas (click on each to learn more):
Homeowners: review these house-related deductions and programs
The summer months are a popular time to buy or sell a house. New homeowners should put reviewing the tax deductions, programs and housing allowances they may be eligible for on their move in to-do…
Missed the Tax Day deadline? Here’s what taxpayers should do
Taxpayers who missed the recent April filing and payment deadline should know their obligations and the possible consequences if they don’t file or have an overdue tax bill. Taxpayers who owe tax Tax owed and…
Understand digital asset reporting and tax requirements
All taxpayers filing 2022 tax year Forms 1040 and 1040-SR must check a box indicating whether they received digital assets as a reward, award or payment for property or services or disposed of any digital…
Anna Sieffert
Anna is a senior accountant at Stefforia, Petik & Carlson, CPA’s and has a Master of Accountancy from Davenport University, Grand Rapids, Michigan. Her other academic achievement is a Bachelor’s in Accounting from Davenport University….
Giving Tuesday is coming; now is a good time to review tax benefits for charitable giving
The Tuesday after Thanksgiving marks Giving Tuesday when many people choose to make charitable donations. People making charitable donations for Giving Tuesday, or at any time during the year, should review whether their gift is…
Teachers, classroom supplies may be tax deductible!
Teachers go above and beyond for their students, often buying classroom supplies needed to make learning successful. The educator expense deduction allows eligible teachers and administrators to deduct part of the cost of technology, supplies…
Privacy Policy
Privacy Policy Last updated: November 4th, 2021 Stefforia, Petik And & Carlson CPA’s (“us”, “we”, or “our”) operates the Stefforia, Petik And & Carlson CPA website (the “Service”). This page informs you of our policies…
Mark Pardon
Mark is a staff accountant of Stefforia, Petik & Carlson, CPAs. He has been performing accounting and tax services for over 10 years and was previously with Pardon & Sutter Accounting.
Helpful Articles
Protect yourself from scammers by knowing how the IRS communicates
If the IRS does call it should not be a surprise because the agency will generally send a notice or letter first. Understanding how the IRS communicates can help you protect yourself from scammers who…
A tip for teachers: Some educator expenses may be tax deductible
The educator expense deduction allows eligible teachers and administrators to deduct part of the cost of technology, supplies and training from their taxes. They can only claim this deduction for expenses that were not reimbursed…
The Health Care Law’s Effect on Your Tax Return
The Affordable Care Act contains tax provisions that affect the 2014 income tax return you file this year. Almost everyone is affected by the individual shared responsibility provision while only people who purchased coverage…
The child tax credit benefits eligible parents
Taxpayers who claim at least one child as their dependent on their tax return may be eligible to benefit from the child tax credit. It’s important for people who might qualify for this credit to review the eligibility…
Answers to Five of Your Questions about the Premium Tax Credit
The premium tax credit is a refundable credit that helps eligible individuals and families with low or moderate income afford health insurance purchased through a Health Insurance Marketplace. To get this credit, you must meet…
Taxpayers should file their tax return on time to avoid costly interest and penalty fees
Taxpayers should file their tax return by the deadline even if they cannot pay their full tax bill. Taxpayers who owe tax and don’t file on time, may be charged a failure-to-file penalty. This penalty…
Teachers, classroom supplies may be tax deductible!
Teachers go above and beyond for their students, often buying classroom supplies needed to make learning successful. The educator expense deduction allows eligible teachers and administrators to deduct part of the cost of technology, supplies…
Here’s what businesses need to know about the enhanced business meal deduction
The IRS encourages businesses to begin planning now to take advantage of tax benefits available to them when they file their 2022 federal income tax return. This includes the enhanced business meal deduction. For 2021…
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Contact Stefforia, Petik & Carlson for Estate Tax Planning Services today!