Stefforia, Petik & Associates

We started using Stefforia & Petik almost 20 years ago (I think it had a different name then) to prepare our tax info, and I have always been glad that we did. We have always had excellent service from them, including in some complex situations, and they have often found things in the tax code that I would never have learned if I lived to be a thousand.
The fact that I have not gone crazy yet is partly due to these guys’ work.

Failed in many aspects, including losing my tax information (Social Security Number, forms, personal information, etc.) for a while. They did find it, but not without causing me great stress. I was referred by a friend who hired this firm many years ago, so perhaps the level of service has declined. I hope none of their customers have the same experience as I did.

Tax time! Ick!
As many of you who know me can attest, I am pretty DIY. I don’t like to spend money on things that I don’t have to. With this philosophy in mind, I did my own taxes for many years. It was a bit tedious, but things like TurboTax eventually helped remove some of the sting.
However, a few years ago, my partner and I embarked upon the adventure of creating a shared LLC. In addition, we had been doing freelance gigs here and there — things that don’t fit as easily into tax-​figuring as a standard jobby job.
When we went to set up our LLC, friends who ran a small indie record label referred us to Jeff Stefforia. He was exactly the right person to work with. He is extremely knowledgeable, but also gets to the heart of the matter and is efficient in terms of time/​meetings. He’s worked with other indie and small businesses, and so seems to understand the quirks of that sort of client well.
I also honestly appreciated that he didn’t judge us on the fact that we had a business together but were not married. That sounds odd, but believe me, other people (who I feel have no right to judge my personal decisions) have questioned why I would have a business with my partner who is not my legal spouse. It was so refreshing to not have to deal with that!
My own taxes this year were pretty straightforward, though I had to submit some extra info. for a housing credit. The very first workday after turning in all of my paperwork, I received a friendly email from Kim, one of Jeff’s associates, asking for follow-​up and a few pieces of information I missed. It was simple enough to find and send her the information, and I can breathe a sign of relief knowing that taxes are now out of my hands, into expert hands, and almost complete.
With how insanely busy my partner and my own respective schedules are, Jeff and the rest of the crew at Stefforia & Associates have been a god-​send. Saving us time, and ultimately, some money. I’m very thankful that our friends steered us in the right direction!