{"id":376,"date":"2015-12-09T22:43:44","date_gmt":"2015-12-10T04:43:44","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=376"},"modified":"2016-07-27T22:39:17","modified_gmt":"2016-07-28T03:39:17","slug":"meet-the-difference-makers-terry-stephens","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/meet-the-difference-makers-terry-stephens\/","title":{"rendered":"Meet the Difference Makers: Terry Stephens"},"content":{"rendered":"

Even while seeking to build his tax practice into a full-time occupation, Terry Stephens found time to help a fledgling animal rescue group comply with IRS requirements and get on its feet.<\/span><\/p>\n

Terry\u2019s description of how he went above and beyond for a client close to his heart was selected as a grand-prize winning entry in our <\/span>Meet the Difference Makers Contest<\/b><\/a> this fall.<\/span><\/p>\n

\u201cMy wife and I are active in the animal rescue world when I am not studying or working,\u201d he wrote in his winning submission. \u201cOne of our associates started her own rescue organization but had difficulty understanding the IRS rules and forms to be recognized as a non-profit.\u201d<\/span><\/p>\n

Knowing that this type of IRS compliance can be daunting, Terry drew upon his experience working with non-profits to guide the client through the initial paperwork.<\/span><\/p>\n

\u201cLater that year, when she discovered what a 990 tax filing would cost, she reached out to me again,\u201d he added. The rescue organization had yet to grow significantly and \u201chadn\u2019t even received the average cost of a 990 filing in donations.\u201d<\/span><\/p>\n

\u201cAfter researching the situation they were in, I helped her file the postcard 990 short for herself. After that, I offered limited services for free until her rescue was fully funded.\u201d<\/span><\/p>\n

A tax professional since 2003, Terry has an even longer history of association with animal rescues. \u201cAnyone who helps animals is a good person in my books,\u201d he said of his motivation to lend a hand and to showcase the non-profit in his contest entry.<\/span><\/p>\n

Determined to see the rescue group up and running, Terry is happy to report that \u201cI\u2019ve got them to that point now. I believe my assistance made a real difference for the client. She could have lost her non-profit.\u201d<\/span><\/p>\n

Based in Mesa, Terry began working as a tax professional more than a decade ago to generate a second income; now, he wants the practice to be his sole income. He\u2019s finding a niche by working with small businesses and non-profit organizations, many of whom are intimidated by tax requirements and \u201care not likely to touch a basic tax return.\u201d<\/span><\/p>\n

\u201cI enjoy taking something complex and demystifying it, making it understandable for the average person,\u201d he explained. In addition to tax preparation, he offers accounting, bookkeeping and payroll services.<\/span><\/p>\n

Terry was pleasantly surprised to come across the Meet the Difference Makers Contest and saw it as a great opportunity to help grow his practice. On being selected as one of the winners, he said, \u201cIt\u2019s awesome. I\u2019m really excited, especially about the free advertising for my business.\u201d<\/span><\/p>\n

An enthusiastic Intuit<\/span>\u00ae<\/span> Tax Online and QuickBooks<\/span>\u00ae<\/span> customer, Terry most appreciates the easy accessibility that he gets with Intuit products: \u201cI can access them from anywhere. I can prepare taxes at a client\u2019s site, if necessary,\u201d he said.<\/span><\/p>\n

That willingness to go the extra yard for clients made a critical difference for the animal rescue group \u2013 and it bodes well for the future of Terry\u2019s growing tax practice.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Even while seeking to build his tax practice into a full-time occupation, Terry Stephens found time to help a fledgling animal rescue group comply with IRS requirements and get on its feet. Terry\u2019s description of how he went above and beyond for a client close to his heart was selected as a grand-prize winning entry<\/p>\n","protected":false},"author":104275893,"featured_media":379,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[561584],"tags":[327585],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-376","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships","tag-make-a-difference"],"header_image":"","yoast_head":"\nMeet the Difference Makers: Terry Stephens - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/meet-the-difference-makers-terry-stephens\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the Difference Makers: Terry Stephens - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Even while seeking to build his tax practice into a full-time occupation, Terry Stephens found time to help a fledgling animal rescue group comply with IRS requirements and get on its feet. 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