Stefanie Holmes, owner of Summerville Tax & Accounting LLC, has deep roots in the CSRA, having relocated here with her family in 1997. A graduate of Greenbrier High School, Stefanie pursued her undergraduate degree at Augusta State University.
Stefanie credits her father’s journey from a career at John Deere to becoming a successful entrepreneur as a significant influence. “My dad went back to school while I was in elementary school and got his MBA. When I was in middle school, he became a real estate agent on the side. As I got older, he left John Deere and started running his own business. I saw his business mentality and by the time I went to college, I knew I wanted a business major.”
It wasn’t until Stefanie enrolled in her first accounting course at college that she discovered her passion. “It really clicked and I loved it,” she shares. She got her certificate in tax law and it helped her narrow down what she wanted to do. “I found the marriage between tax and accounting, and at that point, I found my niche. I started working in KPMG and found out that I liked tax but didn’t like not being able to see my clients and interact with whom I was doing the work for,” says Stefanie.
After eight years in the corporate world, Stefanie seized the opportunity to acquire a business, laying the foundation for Summerville Tax & Accounting. “I’m an extrovert and I’m able to communicate with my clients about what’s going on. It’s all about making the numbers make sense. When someone trusts me with their tax documents, yes I know the nuts and bolts behind it, but having that relationship with the client is what counts and makes a difference.”
Summerville Tax & Accounting is located at 3706-b Executive Center Drive in Augusta. You can reach out to Stefanie by calling 706.737.3371 or emailing Info@TheAugustaCPA.com.
