Business Details
48 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Founded in 1978, Stephenson & Warner has built a reputation as a trusted provider of comprehensive accounting and tax services. Our firm was established by Stanley E. Stephenson and Larry F. Warner, with a commitment to delivering personalized solutions tailored to each client's unique needs. Over the decades, we've expanded our expertise to include auditing, payroll management, and strategic tax planning while maintaining the same dedication to excellence that defined our early years. Our team of certified professionals brings deep industry knowledge and technical proficiency to every engagement, ensuring clients receive accurate, timely, and forward-thinking financial guidance. We serve a diverse clientele ranging from individuals and small businesses to corporations and nonprofit organizations across southwestern Ohio.Our commitment to continuous improvement is demonstrated through our adoption of cutting-edge technology and adherence to the latest tax regulations. We maintain three convenient locations in Hamilton, West Chester, and Oxford, offering flexible scheduling options including in-person, virtual, and phone consultations. Our track record of long-term client relationships speaks to our consistent delivery of reliable financial solutions and exceptional service. We prioritize clear communication, proactive planning, and ethical practices in all our professional engagements. This enduring approach has earned us recognition as a preferred accounting partner for businesses and individuals seeking expert financial stewardship.
Services
Tax Planning
Payroll Services
Audit Support
Estate Tax Preparation
Nonprofit Accounting
Multi-State Tax Filing
Tax Audit Representation
Business Advisory
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of combined experience in accounting and tax services
- Our team includes certified CPAs with specialized industry expertise
- We provide personalized service with guaranteed response within 1 business day
- Our firm maintains three convenient locations across southwestern Ohio
- We guarantee accuracy with penalty coverage for preparation errors
What people say
Extremely efficient
Highly recommend
Pleasant staff
Responsive and knowledgeable
Excellent information
Services
Tax Planning
Our comprehensive tax planning services help clients maximize deductions and minimize liabilities through proactive year-round strategies. We analyze financial situations to implement customized tax-saving approaches while ensuring compliance with evolving regulations. Our CPAs provide expert guidance on complex tax issues affecting individuals and businesses.
Payroll Services
We offer complete payroll processing solutions that ensure accurate employee payments and timely tax filings. Our services include wage calculations, tax withholding, direct deposit processing, and year-end reporting. Clients benefit from streamlined operations and compliance with federal and state regulations.
Audit Support
Our audit support services prepare clients for IRS examinations and represent them during the audit process. We review documentation, respond to inquiries, and negotiate resolutions while maintaining compliance standards. Our proactive approach helps minimize potential liabilities and streamline the audit experience.
Estate Tax Preparation
We provide specialized estate and trust tax filing services with strategic planning to minimize tax burdens. Our expertise includes preparing complex fiduciary returns and advising on inheritance tax implications. We work closely with executors and trustees to ensure accurate reporting and compliance.
Nonprofit Accounting
Our nonprofit accounting services address unique financial requirements including grant management and compliance reporting. We help organizations maintain tax-exempt status while providing financial statement preparation and board advisory services tailored to mission-driven organizations.
People
Larry F. Warner Jr.
CPA Managing Partner
With decades of experience, Larry F. Warner Jr. leads our firm's strategic direction while maintaining active client relationships. He specializes in business advisory services and tax planning for mid-sized companies.
Bryan Boynton
CPA Partner
Bryan Boynton joined the partnership in 2017 after extensive experience in public accounting. He focuses on audit engagements and tax compliance for corporations and high-net-worth individuals.
Questions
What accounting services do you offer?
We provide full-service accounting including tax planning, payroll processing, audit support, and nonprofit financial management tailored to client needs.
Do you handle business and individual tax returns?
Yes, we prepare tax returns for individuals, corporations, partnerships, LLCs, and nonprofit organizations with specialized expertise in each area.
How quickly do you respond to client inquiries?
We guarantee response to emails and phone calls within one business day as part of our service commitment.
What payment methods do you accept?
We accept cash, check, and all major credit cards including AMEX, VISA, MasterCard, and Discover through our secure payment portal.
Can I schedule virtual meetings?
Yes, we offer video and phone meetings as alternatives to in-person consultations for client convenience.
What are your office hours?
Our Hamilton office operates Monday-Thursday 8am-5pm, Friday 8am-4pm. West Chester has similar hours with a noon-1pm lunch closure.
