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Stevens and Ciccone Associates, PC
       
 
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Stevens and Ciccone Associates, PC
 
 
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Thank you for the opportunity to introduce our firm and gain your confidence. We are sure that you will find us to be professional, knowledgeable and helpful. As an introduction to our firm, may we provide the following background about our partners and staff:

ACCOUNTING AND TAX PRACTICE

THE FIRM

Has successfully completed a "Quality Review" of its accounting and auditing practices by other AICPA sanctioned CPA firms and received a “totally compliant” opinion on it’s accounting and auditing practices. This Peer Review was administered by the American Institute of CPA's in conjunction with local CPA societies. Additionally, shareholders and professional staff are required to participate in continuing professional education training to the extent of 80 hours of education credits bi-annually in all fields of endeavor.

GARY S. STEVENS, CPA

Audit - Tax Professional, Shareholder in firm since 1978 with 30 years experience in public accounting. Client concentrations are in the areas of professional service organizations, retail establishments, start-up companies, non-profit entities, and restaurants. Working closely with clients on the entity and individual levels to evaluate tax planning alternatives to effectively minimize taxation. Evaluate sales and acquisitions of businesses and real estate and assist in valuations thereof. Graduated from Bentley College with a Bachelor of Science in Accounting. Received a Masters of Taxation degree from the Bentley College Graduate School.

MICHAEL J. CICCONE, CPA

Audit - Tax Professional, Shareholder, 29 years in public accounting with concentrations in the professional services, retail and wholesale sales, real estate and construction industries along with experience in non-profit entities. Tax planning at the individual and "closely held" corporate level. BS in Accounting and MS in Taxation at Bentley College. Apprenticeship served at Tofias, Fleishmann, Shapiro & Co., P.C. of Cambridge, Massachusetts. Feature speaker at various tax seminars and local television programs on tax issues, organization of in-house tax training seminars for staff and local certified public accountants.

ACCOUNTING AND PARA-PROFESSIONAL STAFF -

Senior and staff accountants typically have a BS in accounting; participation in tax seminars and if necessary, CPA review courses. Staff Accountants are utilized, as required, under the direct supervision of Partners.

Para-Professional staff has extensive business, bookkeeping and accounting experience.

CLERICAL STAFF -

Primarily focusing on word processing, computer information systems, client general ledger processing and client communications.

IN GENERAL -

Our practice is shaped around a full service concept. We offer skills not only in accounting, auditing, and tax return preparation, but also in financial planning, management consulting and corporate/individual tax planning. All of these services are furnished directly on a one-on-one basis providing you with straightforward, current business advice.

We look forward to assisting you, and promise to be attentive and accessible. We are anxious to serve you and look forward to a successful relationship.

Sincerely,

Stevens and Ciccone Associates, P.C.
Overview: 

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

   Accounting Services
   Audits, Reviews and Compilations
   Bookkeeping/Write-Up
   Cash Flow & Budgeting Analysis
   Financial Forecasts & Projections
   Financial Statements
   Consulting Services
   Business Consulting
   Business Entity Selection
   Business Valuations
   Buying & Selling a Business
   Financial Planning
   Fraud Prevention & Detection
   Management Advisory Services
   Retirement Planning
   Tax Services
   Estate & Trust Tax Preparation
   IRS Representation
   Payroll Services
   Tax Planning
   Tax Preparation
   Other Services
   Expert Witness Services
   Litigation Support


 
 
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