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210 Mulberry St. SW

PO Box 1225

Lenoir, NC 28645

P : (828) 758-8431
ssf@ssfcpa.net

Services

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    Financial Reporting & Attestation
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    Financial Reporting & Attestation

    Whatever your needs may be, whether required by loan covenants or simply for ease of mind, these services are provided in an effort to assist in reaching your goals and include the following:

    Examination of financial statements which includes, but are not limited to, testing transactions, performing physical inspections and observations, and also making inquiries with third parties along with assessing and understanding the company’s internal controls. This level of service provides the highest degree of credibility and assurance in terms of presenting financial statements in accordance with generally accepted accounting principles.
    Information provided by management is assessed to ensure financial statements are in appropriate form and free from obviously material errors. No opinion or limited assurance is made during a compilation.
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    Retirement & Education Planning
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    Retirement & Education Planning

    The challenge of building a more secure financial future isn’t as hard as you may think, because you have the advantage of utilizing our expertise to ensure each one of your financial goals is met and what the best path would be.
    With so many different approaches out there, we can take your personal situation and goals and assist with designing and forging the most advantageous path for your future.
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    Small Business Services
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    Small Business Services

    Our wide range of services includes providing financial information in a timely and accurate manner in order to allow you to make the business decisions necessary to survive and thrive in today’s economy. We feel that our commitment to this cannot be compromised as meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our services include, but are not limited to the following:

    • General ledger & financial statement preparation
    • Bookkeeping (Monthly/Quarterly/Annual)
    • Accounting system setup for new or existing business
    • Computerized payroll services
    • Business tax return preparation (Sales & Use / Business Property)
    • Asset protection
    • Cash flow forecasting
    • Employee benefit plans
    • QuickBooks consulting
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    Tax Services
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    Tax Services

    We prefer a proactive approach to our tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to the following:

    • Tax planning and return preparation
      • Individuals
      • C Corp / S Corp
      • Partnerships
      • LLCs/LLPs
      • Estates, Trusts, & Gift
      • NonProfit organizations
      • Taxing Authority representation
      • Divorce and support issues
      • Tax effects of buying/selling a business
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    Consulting Services
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    Consulting Services

    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth as well as develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

    • Accounting Software selection and implementation
    • Type of entity selection
    • Buying/Selling a business
    • Financial and retirement decisions
    • Estate, trust & gift planning
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About

Our Skills

Consulting Services

Financial Reporting & Attestation

85

Retirement & Education Planning

95

Small Business Services

80

Tax Services

90
  • Our client’s success is a driving force to our dedication to this community.

    We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients and take pride in that our higher level of service comes from years of training, technical experience, and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. The late Lloyd B. Smith, Jr. founded our firm in the mid 1950’s. David joined the firm in the spring of 1987 with Karen joining in 1993. David and Karen are life-long residents of Lenoir, as was Lloyd. Smith, Stevens & Ford, PA provides accounting, auditing, tax and other business consultation to our clients in Caldwell and surrounding counties.

Licensed Professionals

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    David F. Stevens, CPA
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    David F. Stevens, CPA

    • Partner || dfstevens@ssfcpa.net
    • License #: NC15264
    • Joined Firm: 1987
    • Education: BS - Wake Forest University
    • Professional Affiliations: AICPA | NCACPA
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      Karen R. Ford, CPA
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      Karen R. Ford, CPA

      • Partner | krford@ssfcpa.net
      • License #: NC13202
      • Joined Firm: 1993
      • Education: BSBA - Appalachian State University
      • Professional Affiliations: AICPA | NCACPA

      Contact

      210 Mulberry St. SW

      PO Box 1225

      Lenoir, NC 28645

      P : (828) 758-8431
      ssf@ssfcpa.net



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