Services
All documentation can be shared via a client portal that will allow you to store and access your important financial documents from anywhere at any time.
Collaborating year-round to create tax planning strategies aimed at minimizing your tax obligations.
Assess & adjust your paycheck withholding to align with your tax circumstances, ultimately maximizing your income.
We offer guidance on leveraging pension plans, retirement contributions, and other methods to defer tax liabilities at both federal and state levels.
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Individual Tax Planning
At Travis A. Stopera CPA, tax prep is our specialty. We use a personalized plan of action to maximize deductions and credits, minimize tax liabilities, and ensure timely filing so you have the smoothest tax season.
We prepare returns for individuals who work for an employer, are self-employed, retired, own rental properties, have partnership investments, or investments in public corporations. We also provide estate and trust tax services.
Sit back, relax, and let us handle your individual income tax needs.
Relax while we take care of your tax return
Individual Tax Preparation
All documentation can be shared via a client portal that will allow you to store and access your important financial documents from anywhere at any time.
Collaborating year-round to create tax planning strategies aimed at minimizing your tax obligations.
We work with you to understand your business, calculate accurate estimates for quarterly taxes, and ensure when it comes to tax time you are exactly where we planned for you to be.
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Business Tax Planning
Travis A. Stopera CPA, specializes in preparing business income tax returns and strategizing for the future with tax planning services. Using a personalized plan of action to maximize deductions and credits, minimize tax liabilities, and ensure timely filing so you have the smoothest tax season.
We prepare returns for all different business types, whether your company is a C corporation, S Corp, Limited Liability Company, Partnership, Sole Proprietor, or even a Home Owners Association. A properly prepared tax return will minimize your tax owed.
We can also help your company in filing annual reports as required by your state to ensure your company remains in good standing.
It's no prob. We're here for you.
Business taxes can be confusing.
Business Tax Preparation
All documentation can be shared via a client portal that will allow you to store and access your important financial documents from anywhere at any time.
With our meticulous attention to detail and commitment to accuracy, you can focus on growing your business while we take care of your bookkeeping needs. Travis A. Stopera CPA, will streamline your financial processes and ensure accurate records for your business.
When you work with us, just send your bank, credit card and loan statements, along with any other relevant documents. We'll then add the transactions from these statements into your accounting files, reconcile them, and have everything organized for your year-end taxes.
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Just What you need
Bookkeeping doesn't have to be daunting.
Let's get your books current and on track.
Email us today to get going.
Everything organized for year-end taxes
Accurate financial reports
QuickBooks setup and customization
Monthly or quarterly books updates
Perfect for small businesses without an in-house bookkeeper
For companies who are ready to sell
or
for estate planning or succession planning purposes.
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The Process
Trust us to provide you with a comprehensive and accurate assessment of your business's value. We utilize industry-leading methodologies and extensive financial analysis to provide reliable and objective valuation reports. Travis A. Stopera CPA, can offer invaluable insights to support your decision-making process.
Business Valuation
Let us help.
Wondering what your business is worth?
- Weighted predictions for revenue growth and margin improvement in the company
- Analysis of cash flow patterns given to shareholders
- Evaluation of changes in the debt-to-equity ratio
- Examination of economic conditions within the industry
- Assessment of market volatility in regions where major industry players operate