Stefanou & Co., a Washington Metropolitan CPA firm, has been serving individuals, businesses, trusts and not-for-profit clients since 1983. Our client list consists of over 400 individual and 300 business-related clients.
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MISSION Our firm's mission is to serve your interest by developing an overall strategy to pursue specific financial goals while minimizing your total tax obligation. We accomplish this by developing personal professional services on an individual - client basis. Consistent with this mission in providing you with the very best financial guidance, we are one of the very few companies that do not offer any related services or products. We also do not offer periodicals, meaningless links, canned personal or business planning programs. We trust you know what your business is worth and how it needs to be run. And if you don't, just ask. We can provide guidance with any necessary guidance on business valuation, management advisory and related services, simply and directly. CONFIDENTIALITY Confidentiality of your financial information is assured by restricted access to all of our client files as well as certified and bonded document shredding procedures for any and all sensitive records and/or duplications. BILLING Our billing structures reflect our mission objectives as we predominately develop a fixed-fee billing schedule for our services. This includes business and individual financial, tax preparation and unlimited consultation services. We recommend this arrangement as we have often observed clients are more likely to include us in their planning decisions before a potential mistake is made. This proactive approach ensures a more methodical decision-making process and adequate financial advice thereby preventing costly corrective actions. SERVICES We provide a broad range of customized Financial, Accounting and Tax Services. For our business clients we offer access to comptroller and tax specialization skills and services that small to medium sized businesses can benefit from but due to resource constraints prefer to outsource. For our individual clients we offer fully compliant federal and state gift and estate tax preparation services. Moreover, we provide an impartial analysis of your personal financial and tax situation and make meaningful assessments and recommendations without the pressure of offering competing financial products. For our business and individual clientele we provide seamless financial, tax planning and structuring procedures utilizing strategies available through the unique opportunities presented by the business to individual relationship. We provide fully compliant tax services for Trust Federal and State filings and planning tax services including family limited liability companies, living trusts, revocable trusts and insurance structures. Not For Profit compliant financial and tax services are also available, including preparation and filing of Federal and State applications, and structuring of non-profits.
To inquire about our services, please e-mail us at Gus@MyCpaTax.com. Alternatively, you can call us to schedule a confidential telephone consultation. There is no charge for initial consultations and if we can't help you, we will do our best to refer you to someone that can. At Stefanou & Co. it is our business to provide our clients solutions to meet their financial and tax objectives.
Telephone 301-258-7777 401 South Frederick Avenue	· ·	Telecopier 301-948-8323 Gaithersburg, Maryland 20877