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Stepping Stone Financial Services
1096 Calimesa Blvd., STE 204, Calimesa, CA 92320
Phone: (909) 977-9601 Email: inquiry@steppingstoneserves.org
Leading the way to success!
OUR SERVICES:
Individual & Joint Tax Filing: Electronic filing for all 50 states.
Business Entity Filings: LLC, C-Corp, S-Corp, Small Business Schedule C
Business Tax Preparation: Preparation and e-filing for businesses, including quarterly and annual requirements.
Accounting System Consultation: Setup and consultation for QuickBooks, FreshBooks, Peachtree, Excel, and other accounting systems.
- Sales Tax Filing: Preparation and filing of state and local sales tax returns.
Bookkeeping Services: Monthly, quarterly, or annual bookkeeping and financial statement preparation.
Audit Support: Assistance with tax audits and compliance reviews.
New Business Formation: Guidance on entity selection and formation for new businesses.
ABOUT US:
Where vision meets action…
With 15 years of experience in exceptional tax preparation, 7 years in successful small business planning, and 6 years in accurate bookkeeping, we’ve learned to appreciate the power of preparation. Being a small business, we understand the importance of setting a solid foundation to achieve success. Integrity, accountability, knowledge, diligence, and resourcefulness are just a few of the core values that drive our Stepping Stone family. It is with that experience and character that we strive to assist our clients in achieving their own business goals. Let’s make your dream become a reality!
TESTIMONIALS
What Our Clients Are Saying
Working with this team has been a game-changer for our business. Their innovative strategies and attention to detail have significantly boosted our online presence and sales. We couldn’t be happier with the results.
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Marc Dubois
Designer
Collaborating with this team has transformed our business. Their innovative strategies and attention to detail have significantly improved our online presence and sales. We are extremely satisfied with the results.
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Claire Martin
Writer
The expertise and dedication of this team are unmatched. They took the time to understand our unique needs and delivered solutions that exceeded our expectations. Their work has truly made a difference.
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Thomas Harris
Developer