Theresa M.Stewart, C.P.A
An  Accountancy  Corporation

Tax and Accounting:

  • Annual Accounting & Financial Statement Preparation
  • Audited, Reviewed or Compiled Financial Statement Preparation
  • Bookkeeping/Payroll Services & Quarterly/Annual Tax Reporting
  • Fiduciary and Nonprofit Income Tax Preparation
  • Individual and Business Income Tax Preparation
  • Income Tax Issues and Resolutions
      • Audit Representation and Organization
      • Dealing with the IRS or FTB
      • Offers in Compromise/Appeals
  • Tax Planning and Consulting
  • Quickbooks Consulting and Training

Financial Services:

Insurance:

  • Disability Insurance
  • Flexible Spending Accounts
  • Health Reimbursement Plans
  • Life Insurance
  • Long Term-Care Insurance
  • Medical Insurance

Planning Services:

  • Asset Protection Strategies
  • Cash Flow Analysis
  • Charitable Giving Strategies
  • College Planning
  • Estate & Trust Planning
  • Insurance Analysis & Strategies
  • Retirement Planning
  • Tax Reduction Strategies

 


28005 Smyth Drive, Suite 152 Valencia, CA 91355   Tel: (661) 254-2981 x801  Cell: (661)478-4471  Fax: (661) 254-2981
E-mail: theresa@tmstewartcpa.com   Website: www.tmstewartcpa.com

Member of California Society of Certified Public Accountants Since 1986

California Insurance License #OE68285