Resources

Why Choose Us

Why use a tax professional when I can buy tax preparation software?

Tax software producers claim their products can prepare complex returns, but you may want to think twice before relying on software for all your tax and financial guidance. Although software may help you make choices on your tax return that result in the lowest tax this year, you should consider the long-term effect of your choices in order to pay the lowest tax over a number of years. 

With a professional tax preparer you get more than just a tax return. An established relationship with a tax professional who is familiar with your finances, your family, and your goals can prove to be invaluable. 

If you prepare your own returns, it's a good idea to let a professional preparer review your returns at least every three years. That's because you only have three years to amend a return to change any items of income, deductions, or credits that were reported in error or omitted on your original return.

Why should I choose Stephenson & Warner over one of the national tax preparation franchises?

We only hire degreed professionals and CPA’s for our tax preparation. We employ the vast majority of our tax preparers full-time so they live and breathe taxes year round. Each tax preparer receives continuing education throughout the year, not a training course. This is our livelihood, not a part-time job.

How can an accountant help me?

A good accountant can do more than just prepare your tax return. He or she can assist you with:

  • accounting and record keeping
  • income tax planning
  • business planning and problem solving
  • computer software selection and use
  • estate tax planning
  • bank loan assistance
  • your other tax, business, and financial concerns

An accountant can provide you with year-round planning for your tax, financial, and business affairs. Such planning is essential if you want to realize your financial goals. They can often find savings that far exceed their fee.