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Le Roy, Cole & Stephens, LLC (LCS) is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance on a wide range of financial and business needs.
On this website, you will find information about us, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. For over 30 years Le Roy, Cole & Stephens, LLC has provided valuable assistance to individuals and businesses with their tax and accounting needs.
Since 1976, Le Roy, Cole & Stephens, LLC has provided efficient, expert solutions to businesses and individuals in a wide variety of industries as well as to local governments and nonprofit organizations. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements and planning.
Le Roy, Cole & Stephens, LLC is one of the leading firms in the area and by combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Le Roy, Cole & Stephens, LLC offers the personal involvement of accomplished problem solvers. Every partner and member of our staff is committed to nurturing productive long-term client relationships based on mutual trust and respect. Specifically, we believe that our clients deserve a firm that is technically knowledgeable, provides timely solutions and maintains current information on tax laws and accounting rules. Most of all we believe that our clients deserve a firm that works with them, not just for them.
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We offer a variety of tools to help you with your tax and accounting needs. You will find tax rates, important due dates, FAQ's and more!
Please feel free to contact our office if you have any questions regarding any tools on the following pages.
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Check out our Daily News for top news from the National Taxpayer Advocate Service. We bring their news to you on our site.
We have provided this simple Glossary for you to use to help provide clarification on any tax terms you may find on our site.
Le Roy, Cole & Stephens, LLC realizes that we are only as good as the products we produce and we are committed to delivering consistent high quality services. The firm is a member of the American Institute of Certified Public Accountants Private Company Practice Section. Additionally. the firm has a written quality control system and has annual peer inspections that ensure the highest level of consistent quality service.
Le Roy, Cole & Stephens, LLC provides a wide range of strategic tax, accounting and financial services to our clients in a variety of industries. Our practice is focused on identifying viable alternatives for achieving our clients' objectives.
At Le Roy, Cole & Stephens, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Le Roy, Cole & Stephens, LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
At Le Roy, Cole & Stephens, LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
Le Roy, Cole & Stephens, LLC's financial statement services comprise all three levels of assurance depending on your company's needs.
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Le Roy, Cole & Stephens, LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Le Roy, Cole & Stephens, LLC offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Le Roy, Cole & Stephens, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Le Roy, Cole & Stephens, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Le Roy, Cole & Stephens, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Le Roy, Cole & Stephens, LLC can provide professional know-how to help you successfully structure and negotiate the deal. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Whether your needs are corporate or personal, Le Roy, Cole & Stephens, LLC professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
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