Broker Check

(661) 254-2981

Theresa M. Stewart, C.P.A. Accountancy Corporation

Menu of Services

Tax and Accounting:

  • Individual and Business Income Tax Preparation
  • Fiduciary and Nonprofit Income Tax Preparation
  • Tax Planning and Consulting
  • Income Tax Issues and Resolutions
    • Audit Representation and Organization
    • Dealing with the IRS or FTB
    • Offers in Compromise
  • Quickbooks Consulting and Training
  • Bookkeeping Services & Quarterly/Annual Tax Reporting
  • Annual Accounting & Financial Statement Preparation
  • Audited, Reviewed or Compiled Financial Statement Preparation

Investments*:

  • Individual Retirement Accounts (IRA’s)*
  • Mutual Funds*
  • College 529 Plans*
  • Investment Reviews*

Insurance:

  • Fixed and Variable Annuities*
  • Life Insurance
  • Disability Insurance
  • Long Term-Care Insurance
  • Medical Insurance for Individual or Group
  • Section 105 Health Reimbursement Plan

Planning Services:

  • Retirement Planning
    • Rollovers*
    • IRA’s*
    • SEP’s*
    • SIMPLE’s*
    • 401K’s*
  • College Planning
  • Tax Reduction Strategies
  • Cash Flow Analysis
  • Insurance Analysis & Strategies
  • Asset Protection Strategies
  • Personal Financial Planning*
  • Estate & Trust Planning
  • Charitable Giving Strategies

These services are offered by Theresa Stewart through her affiliation with HD Vest.