Corey Steven R CPA

Steven R. Corey, CPA has been dedicated to providing quality, personalized financial guidance to individuals and businesses in the Montrose community for years. As a certified public accountant, I have developed a range of services designed to meet the unique needs of each client. From basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning, I am committed to delivering exceptional service and results.

My Mission

My mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve their future goals. This requires open communication to understand my clients' needs through research and sound analysis. I am dedicated to meeting these goals with high standards of excellence and professionalism.

About My Team

With over 30 years of experience, I have built a reputation for my talent and responsiveness to my clients' needs. Whether you are an individual or business, I am committed to providing you with the highest level of service and expertise. My clients appreciate my transparency, professionalism, and ability to make complex financial concepts easy to understand.

Our Services

At Steven R. Corey, CPA, we offer a wide range of services to individuals and businesses in various industries. Our professional services include:

• Tax Management Services: I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and keep you on track to your financial goals.
• Accounting Services: From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting.
• Assurance and Advisory Services: I focus on building close client relationships that add long-term value by assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help clients face the challenges of business planning and execution.
• Audits, Reviews, and Compilation: My financial statement services comprise audits, reviews, and compilations, providing clients with a clear understanding of their financial position.

What Sets Us Apart

At Steven R. Corey, CPA, we prioritize building close relationships with our clients, understanding their unique needs, and providing customized solutions. Our expertise, experience, and analysis enable us to optimize financial opportunities, ensuring that our clients achieve their financial goals.