"We will customize your financial statements so that they are easy to read and present, and the information contained is presented in a logical fashion."

Financial Statements

Your Company will have ease of mind knowing that your business’ financial statements—formal records of the financial activities and transactions of an individual, business, corporation or other entitiy—are professionally prepared efficiently and effectively and in a timely manner. These statements can be quite complex and may or may not include extensive notes and explanations of the statements and policies, financial management discussions and analysis therein. Such notes and addendums are considered an integral part of the financial statements for an individual, business, or corporation.

Estate, Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. Estate, gift and trust tax return preparation and planning often requires difficult decision-making and specific, technical tax issues. Transfer of an estate and other various assets can result in significant tax penalties if not well-planned.

M. Stewart and Company will provide the advice and knowledge necessary in order to successfully handle owner-manager succession, ownership of equity and debt, and trusts.




In any business, from a sole proprietorship to a large corporation, the payroll department/payroll services play a vital role in company success. Payroll and payroll taxes substantially affect the net income of the majority of companies and are subject to federal and state laws and regulations.



Bookkeeping, or the recording of financial transactions for your business, can often be a daunting task. Our firm provides full-charge bookkeeping services, giving a new meaning to the term “just-in-time accountant.” With M. Stewart and Company, Outsourcing your bookkeeper has never been so simple.