Our firm is dedicated to help you and your small business. We work hands on with construction companies and other small businesses to build a profitable structure. We are professionals that focus on Small Business and Individuals.
We work hard for our clients to provide more than just simple accounting financial statements. We advise our clients on the meaning of each financial report, and we help Small Business owners understand how they can build their business in the future.
Taxation & Tax Planning
Plan for your personal and business taxation before it’s too late. We can prepare tax returns in all 50 states.
We’ll teach your company how to accurately keep records.
We’ll walk you through the process and work directly with attorneys to establish your small business. We handle your new business from every tax perspective.
Small Business Services
If you own a small business, it’s important for you to understand what your profits (or losses) are at all times throughout the year. We not only provide financial statement reporting for your business, we help you understand the strengths and weaknesses of your business.
We understand that each business is unique and take the time to dive into the details of what drives your business. Relationships with banks and insurance companies are important. We can work with your bank and surety to ensure that they have the most accurate information and act as your advocate.
Our tax services are comprehensive and cover your every need. Unlike franchise tax services, our office is open all year. You will see the same friendly professionals year after year.
We use the latest technology in preparing tax returns to ensure the highest degree of compliance with ever-changing tax laws. Our systems are cloud based, and our office is paperless. So your personal information is always secure with our firm.
- Complimentary Initial Meeting
- Fixed fee structure – disclosed in advance
- Business Financial Statements
- Business Tax Planning & Preparation
- Personal Tax Planning & Preparation
- Retirement Planning
- Estate & Trust Planning and Tax Preparation
Benefits of Our Approach
- Our firm receives no form of compensation other than from our clients
- We do not endorse any Payroll providers, software providers, or investment advisers
- We share prior experiences with our clients, but with an unbiased approach
- Almost all of our new clients come from existing client referrals
- A free no-obligation discussion about your business requirements
- Fixed accounting & consulting fees agreed in advance and not dependent on income level
- Quickbooks® Pro Advisor
- Tax planning
- Financial forecasting
- Easy to understand Financial Statements for your business
- S-Corporation & LLC creation in collaboration with an attorney of your choice
Stokes & Associates P.C.
Stokes & Associates P.C. was formed in 1998 by Robert & Linda Stokes to serve small businesses and individuals from a financial reporting, tax planning and tax preparation standpoint.
The geographical focus was on the Gwinnett County and Buckhead areas of Georgia, but the firm had clients in many locations. Many clients moved to other states but stayed with Stokes & Associates as trusted business partners with the capability to prepare tax returns in all 50 U.S. States.
Jennie Zimmermann joined the firm in 2000 as a Senior Accountant and gained a tremendous amount of knowledge from Robert and Linda. She worked hand-in-hand with them, initially behind the scenes, to provide quality services to the firm’s clients.
Stokes & Zimmermann P.C.
In 2009, Jennie Zimmermann purchased the assets of Stokes & Associates P.C. and formed Stokes & Zimmermann P.C.
Serving clients’ specific business needs, and developing a deep understanding of each client’s business is at the root of the mission of Stokes & Zimmermann.
Providing more than just after the fact financial statements and tax returns, the firm advises clients throughout the year. Pre-planning is at the core of the firm’s approach, and clients contact us before making major business decisions.