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Advisory

Businesses Formation and Entity Selection

Your business entity has a large impact on your taxes and other liabilities. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs. We will work with your attorney and review agreements that affect your business and taxes. Our tax experts are current on the recent IRS Revenue Procedures that require LLC operating agreements to have the proper wordings for Federal Entity Tax elections.

Business and Compensation Plans

Understanding where you want your business to go before you start operations is key to your future business success. A well-designed business plan is designed to define your target market, identify your business goals, state known risks and opportunities, and lay out the finances of the business. However, creating a business plan is just the first step. Stevans & Associates, PLLC will also assist you in carrying out your business plan by providing you with up-to-date financial information to help benchmark against your original business plan.



Depending on the type of federal tax classification your entity elects, it could be important to also incorporate appropriate compensation plans to stay compliant with tax regulations. Compensation planning is also important when it comes to cash flow management as well as for income tax liability, at the entity or individual level. Stevans & Associates, PLLC will incorporate tax and payroll experts into your compensation planning services to ensure you are selecting the best possible choice for your situation.

Fiscal Management and Budgeting

We offer advisory services for business owners to help determine the best accounting and finance practices for their individual venture. We can give you a new perspective of your business and your future. Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We 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.

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Divorce Settlements and Planning

Divorce is a difficult and emotional process. It also has many tax implications, and it is imperative that you seek experienced advice regarding the potential consequences of your divorce settlement with regard to tax filing status.


We will work closely with you and your divorce attorney during the negotiation and settlement process to advise you about alimony versus child support, child dependency claims, child tax & education credits, medical and mortgage payments, the tax basis for the division of property, retirement plan distributions, college planning, and selling of your personal residence.


There are many complicated financial and tax implications to the decisions that are made during a divorce. Most attorneys focus on the legal and personal aspects of divorce, and you need a professional to consider the financial and tax ramifications of the settlement. They can be significant.

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Buy/Sell and Succession

Succession planning for the family business poses a number of challenges, including the timing of the transfer and how interests will be held, determination of who will succeed ownership and management, transfer tax and income tax considerations, and providing for family members who are not active in the business. Use of the proper estate planning and business succession tools can result in a smoother transition from one generation to the next.


Buy-Sell Agreements are utilized to control who is allowed to receive shares in the business. Among other provisions, a Buy-Sell Agreement may include a right of first refusal or mandatory buyout of a deceased (or retiring) owner’s shares. Buy-Sell Agreements may also be used to control the ownership of business interests in the event of a divorce. Contact our professionals to review your situation and protect your business ownership interests from the IRS and outside parties. We can help to ensure that your succession plans are realized.

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Litigation Support and Forensic Accounting

Stevans & Associates, PLLC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through; with our professional training in this matter, we can make sense of these records and transactions that impact the bottom line.

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Accounting Manager and Controller Services

We understand that sometimes a business needs an expert to provide Accounting Manager or Controller level services. However, sometimes there is not yet a need for a full-time internal role or are just needed for short-term periods of time until a full-time person can be hired by the business. Our outsourced Accounting Manager and Controller will provide your business with a holistic approach to get your ownership and management team the accounting and financial records your business needs to make the best decisions possible.

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Matt and Paige did so much to make the process of filing and amending taxes easy while providing updates along the way. They also saved me a lot of money by finding some mistakes I had made. Highly recommended!

Chris B.
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