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

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
SPECIALIZATION
  • 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
EDUCATION & MEMBERSHIPS
  • 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)
COMMUNITY INVOLVEMENT
  • 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."