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John Stephens, CPA
Investment Adviser Representative
OFFICE: 214.288.5018


SERVICE AREA:
Texas
OFFICE LOCATION
1529 Bethlehem Rd.
Allen, TX 75002


HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Welcome

Thank you for visiting my profile.  I am a financial services professional who serves clients in many different industries.  My focus is on delivering quality services at reasonable prices and helping clients navigate the complexities of the financial services world in taxation, insurance and investment advisory services.

Areas of Focus
  • Tax preparation for individuals and small businesses.
  • Insurance
  • Financial advisory services
  • Business start up consultations
  • Non-profit management
Interests & Community Participation
  • I serve as a Trustee on multiple non-profit organizations covering areas of animal welfare, animal rescues and education opportunities.
  • I have three sons that are sports nuts and I enjoy watching them compete in multiple sports all year long.
  • I volunteer at their school throughout the year as a Watch D.O.G.S representative and make presentations monthly as an Art to Go presenter.
Experience
  • Owner and Manager of John W. Stephens, CPA, PLLC since March 2000.  I serve individual and small business clients in the areas of tax and accounting.
  • Licensed CPA since 1997
  • Licensed Insurance Agent for Life/Health since 2003.
  • Licensed Investment Adviser since 2011.
Education
  • BBA in Accounting from Georgia State University
  • Licensed CPA since January 1997

 

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