About our firm
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Background |
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For over 20 years, our firm has been providing quality, personalized financial guidance to local individuals
and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth
services such as audits, financial statements, and financial planning.
Currently, our firm is providing consulting and tax services to high-tech manufac-
turing start-ups, software developers, professional service firms, machine shops,
retail stores, and many other types of industries. Our clients also include individuals who just need their annual tax return prepared or who need some tax or retirement planning. Whatever your tax and accounting needs are, we can provide the services
you need! |
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Our Mission |
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| Our mission is to help clients maintain financial
viability in the present while taking a proactive approach to achieve future goals.
This requires open communication to reach an understanding of our clients’ needs, thorough
research, and sound analysis. Our firm is dedicated to meeting these goals with high standards
of excellence and professionalism. |
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Our Team |
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Steven Stansberry |
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Steve Stansberry MBA CPA has over 20 years experience providing clients with professional accounting and tax services. He has a Masters in Business Administration and a Certified Public Accountant license. His clients include high-tech start-ups as well as small family-run businesses and individuals. He has served in the capacity as Acting CFO for start-ups and is ideally suited for financial consulting projects. Steve also provides tax planning and preparation services for C-Corporations, S-Corporations, individuals, and trusts and estates. He gained tax experience by working as a tax staff accountant for the Big Four accounting firm Ernst & Young early in his career. He is also an expert in accounting systems and accounting software programs and specializes in QuickBooks.
Call Steve today to see how he can help you!
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| steve@stansberrycpa.com Office: 408-260-1900 Cell 408-981-6132 |
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