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Steve Forbis, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Steve Forbis, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Financial Planning

Steve Forbis, CPA, PC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Steve Forbis, CPA, PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Tax Management Services

At Steve Forbis, CPA, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Payroll Services

Steve Forbis, CPA, PC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

QuickBooks© Assistance

We will take you from start to finish with QuickBooks©. Our full QuickBooks© Assistance service includes the following:

  • Will purchase product
  • Will install product
  • Will provide initial and ongoing training
  • Will set up payroll
  • Will provide adjustment services to QuickBooks© financial statements
  • Will transfer QuickBooks© to our system and provide financial statements

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