John Stevens and Company, LLC
Individuals

Taxes are a necessary part of all of our financial lives, but the most vital piece of your financial life is peace of mind. That's why our accounting firm combines unparalleled tax planning and preparation services, financial planning, and estate planning services into a “whole picture” view for optimizing ways to help you grow and protect your assets.

A partial list of our services for individuals offered:
• Tax Planning
• College Planning
• Estate Planning
• Federal, State and Local Tax Compliance
• Legacy and Wealth Management Strategies
• Retirement Planning
• Tax Audit Representation





Small Business

There's nothing small about our commitment to meeting the accounting needs of small businesses and their owners. Our diverse client base relies on us for a wide range of services, including tax planning, business planning, help in securing financing, and installation and training on financial software.

Every day, we deal with the pressures faced by our small business clients increasingly complex and ever changing tax law; the constant need to control costs and improve efficiencies; the never ending challenges surrounding cash flow; succession and estate planning; the need for proper record keeping. Perhaps most importantly, we understand that a small business is also a personal business.

That's why we are committed to helping our clients make their business the best it can be, by ensuring that its owners are paying the minimum amount in taxes, while growing and protecting their assets through sound wealth management strategies and tactics.

A partial list of small business services offered:
• Accounting Software Installation and Support
• Bank Relations and Financing
• Bookkeeping Services and Assistance
• Benefits Planning
• Business Plans
• Business Valuations
• Buy/Sell Agreements
• Changes in Ownership
• Cash Flow Projections
• Choice of Entity Analysis
• Estate and Succession Planning
• Financial Statement Compilations, Reviews, and Audits
• Internal Control Analysis and Remediation
• Mergers/Acquisitions/Divestitures
• Payroll Services
• Personal Financial Planning
• Small Business Administration Financing Assistance
• Tax Planning and Preparation





Trade Unions

Whether it's conducting an audit or preparing Forms 990, 5500, or LM-2, we have the expertise you seek. We currently perform extensive work for a number of trade unions in the Southern Indiana and Northern Kentucky area and would be glad to furnish references on request.

A partial list of our trade union services offered:
• Annual audits in compliance with ERISA and DOL regulations
• Preparation of financial statements
• Preparation of Annual Forms 990, 5500, and Summary Annual Reports
• Preparation of Labor Management reports including LM-2's, LM-10's
• Preparation of periodic Union reports to their respective International Organization
• Interim compiled or reviewed financial statements
• Payroll audits of signatory contractors





Tax Exempt Organizations

We have significant experience in non-profit formation and can assist your organization with meeting IRS requirements.

A partial list of our services for tax
exempt organizations offered:
• Application for Tax Exempt Status
• IRS Reporting Compliance
• Business Plan Development
• Software Evaluation, Selection, Implementation, and Training