Local. Trusted.

Our Staff

As a small firm of dedicated accounting professionals, we focus on serving the unique needs of our clients on a one-to-one basis.

John Soetenga, CPA

Principal
John has nearly 30 years of experience and came to the firm in 1989. [Learn More]

Jennifer Wiard, CPA

Accountant
Jennifer has 20 years of experience and came to the firm in January of 2006. [Learn More]

Amy Willoughby

Accountant
Amy has 15 years of experience and came to the firm in December of 2012. [Learn More]

Dana Wetherbee

Accountant
Dana has 20 years of experience and came to the firm in January of 2013. [Learn More]

Julie Juffer

Accountant
Julie has 20 years of accounting experience and has been with the firm seasonally for over 10 years. [Learn More]

Erin Meaux

Administrative Assistant
Erin has 20 years of experience and came to the firm in August of 2016. [Learn More]

Our History

We are accessible, flexible and personal. We make your business our business by focusing on your unique needs.
Accesible.
Flexible.
Personal.

Originally Stephens & Company, the firm was founded by Paul Stephens in 1989. After working with Paul for seven years, John Soetenga became a partner and together they changed the firm name to Stephens & Soetenga in 1996. We continue to value the relationships we’ve built with our clients and we go the extra mile to offer the custom-tailored insight, support and guidance that you need.

Our Services

S&S firm offers a range of accounting, tax and small business consulting services. The professional services we provide are suited for individuals and small- to medium-sized companies.

Individual Tax Preparation

We specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable and experienced tax professionals ensure that you receive all the deductions to which you are entitled, and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, we are available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.

Business Tax Preparation

Careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer expert tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.

Comprehensive Tax Advice

Every financial decision you make, whether in your personal life or for your business, can have tax implications. We believe that providing effective tax services goes beyond simple tax return preparation to comprehensive tax planning, to help you assess and manage the impact your financial decisions have on your taxes and your larger financial picture. Our tax professionals not only accurately prepare returns for all types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations, but, as your trusted advisor, we can assess the tax implications of your financial decisions, formulate a tax strategy to minimize your liability, and proactively monitor significant changes to both tax law and to your finances to help you stay on track.

Accounting Services

We recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. Our detail-oriented and insightful staff is committed to providing the comprehensive reports, analysis, and services you need to manage your finances and assess your financial position. We offer meaningful and cost-effective accounting services, from bookkeeping services to internal financial statement preparation to financial analysis to help you to manage your finances efficiently and accurately. These services include, but are not limited to: reconciling bank accounts, generating a profit & loss statement, generating a balance sheet, profit analysis and comparison and budget and forecasting analysis.

Financial Statements

Through our financial analysis services, we can analyze your business and provide the financial data you need to support your decision making process. We can also analyze how a situation might change as circumstances evolve, allowing you to plan for how you might respond to different scenarios.

IRS Representation

An IRS audit can be scary and confusing for a business owner. If your business finds itself being audited by the IRS, we can represent you in your dealings with the IRS so that you and your interests are protected.

Notary Public

For your convenience, we have multiple notary publics available to witness and authenticate the execution of the documents and signatures.

Payroll Services

There are numerous local, state, and federal tax laws that all interact to make payroll and withholding difficult to manage. Our payroll experts can manage these business functions for you and alert you to changes in the tax laws that might affect you and your business.

Sales Tax Services

Managing and submitting state and local sales taxes can be complicated. Our sales tax services can simplify these tasks for you by helping you track your sales tax obligations and preparing your sales tax returns.