Personal Services

Tax Strategies

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

Retirement Planning

Whether retirement is just around the corner or still years away, having a thoughtful retirement planning strategy can help you feel more confident about your financial future. Stevens Pierce & Associates, CPAs can help you organize your financial assets, review your current savings, and develop a retirement plan that aligns with your long-term goals. From IRAs and 401(k)s to evaluating your overall financial picture, we’ll help you understand your options and make informed decisions along the way. Our goal is to help you prepare for a comfortable, financially secure retirement with a plan that evolves as your needs and priorities change.

Estate Planning

A well-prepared estate plan can provide peace of mind by helping ensure your assets are handled according to your wishes. Stevens Pierce & Associates, CPAs can assist with estate planning strategies that help you organize your financial affairs, review your assets, and prepare for the future. We’ll work with you to consider the financial and tax-related aspects of transferring your assets, while helping you coordinate your broader estate planning goals. With careful planning, you can create greater clarity for your loved ones and help make the transition of your estate as smooth and organized as possible.

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