Jackie StevensJackie Stevens

We promise to provide a professional accounting and taxation service to all our clients.  Our office  caters to individuals, small and medium business corporations, investment property owners and new enterprises. We work very closely with our customers, providing them with the necessary accounting and financial services to survive in today's competitive market. Our experience and dedication make it possible for many businesses to grow and prosper. We help business owners do what they do best and so they can receive optimum results from their operations.

 

 

Jackie Stevens started doing taxes in 1972 and has continued to do personal taxes along with offering bookkeeping services.  In 2012 she hired an assistant - Billie Edgell.

 

Over the years Jackie has handled setting up businesses, including setting up small corporations,  maintaining their monthly needs, such as payroll, accounts receivable, accounts payable,  the general ledger, and balancing checkbooks.  We also generate monthly profit and loss statements so you can stay on top of your business.  With Billie's help we have expanded the office and are doing more local firms.   

 

We also do personal tax returns as well as small company tax returns.  During tax season we do around 800-900 personal tax returns and 35-50 company returns.  In our office your personal tax return is usually completed while you are sitting at our desks, and usually this takes less then an hour.  If for some reason you do not have everything that is needed to completed your return, we will ask you to either drop the papers off or to set another appointment.

 

Jackie Stevens is a Registered Tax Return Preparer, a member of National Association of Tax Preparers, a Notary Public, and also a licensed Realtor with Harbour Homes Realty Inc.  With her real estate license, she is also a member of the Lorain County Board of Realtors, Ohio Association of Realtors and the National Association of Realtors. 

 

 

 

Billie Edgell has an Associates  and a Bachelors Degree in business administration.  Billie enjoys a challenge and in bookkeeping and taxes, there is always a challenge.  Before joining the team here, Billie worked in a local insurance office as their bookkeeper.

 

Both Jackie and Billie take classes each year to stay on top of the latest changes in the taxes and the payroll rules and regulations,  including unemployment and workers compensation.  We also keep up with the changes in the city taxes and the sale taxes. 

 

As everyone knows,  every year the IRS, makes many changes to the program to adjust for the laws the House and the Senate have passed.  This requires us to take classes, a minimum of 16 hours,  and to read some very thick books to stay on top of things along with receiving emails and magazines all year.  We try to stay on top of things. If we don't know the correct we will do our best to find the answer for you.