SD Stephen DavisCertified Public Accountant
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SD
CPA · 8 Years in Public Accounting

Proactive tax and advisory
built for your business.

Delivering year-round tax planning, accounting, and advisory to individuals and small businesses — from a CPA who's spent 8 years in public accounting.

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SD

Stephen Davis, CPA

Certified Public Accountant with 8 years of public accounting experience across tax compliance, planning, and advisory services.

  • — Individuals & Families
  • — Small & Growing Businesses
  • — Remote, Nationwide Service
Welcome

I'm Stephen Davis, a Certified Public Accountant with 8 years of experience in public accounting.

Over the course of my career, I've worked closely with self-employed professionals and small business owners across a wide range of industries — including restaurants, contractors, real estate agents and brokers, wealth managers, and other tax preparers. That hands-on experience taught me how each of these industries actually operates, not just how their books should look on paper.

Today, I use that background to help individuals, families, and small businesses stay on top of clean financials and year-round tax compliance, advisory, and planning.

Focus Areas

Industries served

Every industry keeps its books a little differently. Here's where I spend most of my time.

01

Real Estate Professionals & Landlords

02

Professional Services

03

High Income / High Net Worth

04

Trades & Contractors

05

Restaurants & Food Trucks

06

Small Retailers, Shops & Stores

FAQ

Frequently asked questions

8 Years in Public Accounting My experience across a broad range of clients and industries gives me a practical, well-rounded understanding of tax compliance and planning for individuals and small businesses.
Advisory-Centered My practice is built on year-round tax & accounting advisory, planning, and support — I'm not a CPA you only talk to once a year, or who just files returns and disappears.
Remote & Paperless Using cloud technology, software, and automation, I manage your tax and accounting needs securely and remotely, so you can stay focused on running your business.
Absolutely. I work with clients to identify and implement tax-savings strategies such as entity selection, retirement planning, pass-through entity tax credits, depreciation strategies, business tax credits, and smart timing of income and deductions.
Fees vary based on complexity and scope. I provide transparent pricing and engagement terms before any work begins, and I offer fixed-fee and monthly service plans for ongoing tax, accounting, and advisory services.
Absolutely. I assist with entity formation, EIN applications, S-Corporation elections, QuickBooks Online setup, payroll setup, and ongoing filing and compliance.
Becoming a client is a simple three-step process.
01
Initial Consultation

We'll discuss your situation and find the right service level for you.

02
Proposal

You'll receive a personalized proposal for your review.

03
Engagement

Once signed, we'll let you know exactly what we need to get started.

Services & Pricing

Business Essentials Plan

Accounting, tax compliance, planning, and advisory — all in one complete package.

Solopreneur

Solopreneur

From $600 / month
+ onboarding fee

Ideal for sole proprietors, contractors, solopreneurs, and new businesses.

Get Started
Growing

Growing

From $750 / month
+ onboarding fee

Ideal for expanding businesses with growing complexity.

Get Started
Established

Established

From $2,500 / month
+ onboarding fee

Ideal for established businesses with complex, diversified operations.

Get Started
Includes
  • Annual tax return preparation
  • Monthly bookkeeping & accounting
  • Payroll setup & monitoring
  • Quarterly sales tax return filings
  • Annual Form 1099 filings
  • Quarterly tax planning & advisory meetings
  • Letters & notices support
  • Year-round access for questions
Tax Advisory Plans

For clients who want to plan ahead

Ideal for those seeking to proactively reduce taxes, make informed decisions, and work with an advisory-centered CPA.

Individual Advisory

Individual Advisory

From $200 / month

Ideal for high-income professionals with equity compensation, multiple income sources, and moderate tax complexity.

Business Advisory

Business Advisory

From $400 / month

Tax compliance and advisory for small businesses and their owners.

Includes
  • Annual tax return preparation
  • Annual tax planning & advisory meeting
  • Letters & notices support
  • Year-round access for questions
Compliance Plans

For straightforward, stress-free filing

Ideal for those seeking accurate tax preparation without ongoing planning & advisory.

Individual Compliance

Individual Compliance

From $1,000

Tax compliance for W-2 employees, landlords, investors, and sole proprietors with varying levels of complexity.

Business Compliance

Business Compliance

From $2,000

Tax compliance for corporations & partnerships.

Includes
  • Annual tax return preparation
  • Letters & notices support
  • Year-round access for questions
Other Services

Starting something new

Entity Formation

Entity Formation

From $1,500
Includes
  • Articles of organization / incorporation
  • IRS EIN application
  • Form 2553 S-Corporation elections
Not sure what fits?

Let's talk it through

Get in Touch
Get in Touch

Let's find the right plan for you.

Reach out to get started, or send a message about your current situation. I typically respond within one business day.

Email Stephen
Hours
Monday – Friday
10am – 4pm
Email
StjoeCPA@gmail.com
Based In
St. Joseph, MO — serving clients nationwide