Personal Services

Tax Strategies

We will help you determine the best tax strategies that will help you legally save money.

Retirement Planning

Whether you are counting down the days until your retirement or it is still far in the future, you always want to be prepared so you can live comfortably when the working stage of your life is complete. At Stevens Pierce & ASsociates, CPA’S, we can help you organize your financial assets as well as work on forming and developing your individual retirement account (IRA) or 401K. We will make sure that when the time comes, you can live comfortably and have your finances in order!

Estate Planning

We want to help give you peace of mind that when the time comes, your estate will be managed according to your wishes, taking some of the stress off of your loved ones. Estate planning isn’t the most enjoyable experience, but is important in making sure that your assets and possessions are distributed how you would like them. We will work with you to create a Will that is thorough, to help prevent any tensions from forming among your family and friends.

Financial Assessments

Wouldn’t it be nice to know how much money you are making, how much of your money is going towards what, what each of your bills cost and to have a plan for the future? That’s what a financial assessment is for. We give you the peace of mind to know where you stand financially and how you can improve!

Asset Protection Planning

In the case that a lawsuit is ever filed against you, the last thing you want to lose is your house and other assets. Asset Protection Planning can help keep your property in your hands. With Asset Protection Planning, we can help you take assets that are subject to creditors’ claims, called nonexempt assets, and reposition them as assets that are out of the reach of creditors’ claims, called exempt assets. Unexpected events can happen at any time. Our CPAs will give you the security to know that your assets are safe from a prosecution and that you have financial security through any event.

Life Events

At Stevens Pierce & Associates, CPA’S, we can help you financially navigate many major life events, such as:
Getting a Loan
Buying a Car
College
Creating a Financial Plan
Donating to Charity
Increasing Your Credit Score
Marriage
Buying/Selling a Home
Buying Insurance
Having Children
Preparing for Retirement
Handling a Major Illness
Divorce or Death of a Spouse