Stephanie Jones , CPA
Assurance / Employee Benefit Plan Services / Manufacturers and distributors / Not For Profit / Tax Compliance

Stephanie Jones, CPA, is an Associate where she is part of the Assurance Service division responsible for completing audits, reviews, compilations, and preparing tax returns primarily for multi-employer benefit plans, local union, and not-for-profit engagements and related tax filings which include audits, reviews, compilations, and tax work.  She was featured in the St. Louis Business Journal’s 2015 “30 Under 30”. Stephanie’s can-do attitude and attention to detail make her a strong Purk Team Member and valuable asset to her clients. 

  • Prepares individual tax returns
  • Played NCAA soccer while attending Quincy University
  • Joined Purk & Associates in 2013
  • Multi-employer benefit plans (Taft-Hartley funds)
  • Labor unions
  • Not-for-profits
  • Manufacturers and Distributors
  • Audits, reviews, and compilations
  • Compliance filings (Forms 5500, 8955-SSA, and 990)
  • Benefit rate calculations
  • Monthly/quarterly agreed-upon procedures
  • Individual tax preparation
  • B.S., Accounting with a minor in Finance, Quincy University, Quincy, Illinois
  • Certified Public Accountant, State of Missouri
  • Missouri Society of Certified Public Accountants (MSCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Big Brother Big Sister
  • Angels’ Arms, Junior Board Member
EMAIL Stephanie
"Clients are given the upmost priority at Purk & Associates. Each team member goes above and beyond to work with clients to get results."