Stoner, Jeffers & Associates
The Staff of Stoner, Jeffers & Associates Welcomes You
Contact Information:
Telephone : 530-893-8761
FAX : 530-893-0207
Postal address : 3120 Cohasset Rd. Suite 8
Chico CA 95973
Electronic mail
General Information: generalinfo@joanstonercpa.com
Linda, Gina, Joan, Tracy and Sara
Joan has been a CPA for over 30 years and works in the areas of corporate, partnership and individual taxes and business planning. She also works in the specialized area of homeowners associations. Joan went to work with Dan Jeffers in 1996, but started in public accounting with Matson and Isom in 1979. Her work in the tax field began there when she transferred to the tax department after getting her audit hours. She worked for MIAC for 11 years then for a medical group for one year, before realizing that public accounting was where she belonged. After nine years with John Powell, CPA, Joan went to work with Dan, because of his emphasis on estate and trust work. Her goal for her clients is to provide a well-rounded tax service, including the accounting process, tax returns, business planning and estate planning
Joan has a number of interests including reading, singing, running and karate. If you mention football to her, you may have your ear bent for awhile about her son, who coaches Football at Butte College. Her daughter works at Stoner, Jeffers & Assoc. and has her own wedding planning business. Joan has served as board president for North Valley Community Foundation and is the current treasurer of Soroptimist International of Chico. For fun, she is learning Italian and plans to take a vacation in Italy sometime soon. She loves her job. Joan can be reached at joan_stoner@sbcglobal.net
Dan has been a licensed CPA since 1965. His studies and education have been in pursuit of the understanding of tax laws pertaining to retirement. Based on the belief that all of our clients need to be planning and funding for their lives after retirement as early in their working years as possible. The interest resulted in the recognition of the need to assist in planning for and administering estates and trusts. Dan became a Trustee for the first time in 1990, serving as the trustee of a charitable remainder trust. He has since served as trustee or co-trustee of revocable living trusts, non-probate administrative trusts, and sub-trusts, and one testamentary trust. Dan has spent a considerable amount of time and effort discussing and exploring alternatives and offering advice on issues that have been qualified by the American Institute of Certified Public Accountants as elder care services.
Dan enjoys sushi, playing golf and spending time with his wife Jane, his children and grandchildren. Dan also likes to travel, most of the time in a quest to be with his children and grandchildren.
Linda has worked with Dan Jeffers since May, 1986 (through several business name changes and many different job duties) and with Joan since 1996. She graduated from California State University in 1968 and received an elementary teaching credential the following year. After working a few years and starting a family, she changed direction, and went back to Chico State in 1983 to study accounting.
Linda is a member of Sigma Phi Gamma, a community service organization, and has served as president of the local club, and officer and the chapter and state levels. She volunteers at Chico Country Day School where one of her two grandchildren attend. Her husband, Carl is retired from PG&E.
Tracy joined Stoner, Jeffers and Associates in May 2003. She provides accounting and payroll services and knows the complicated rules of payroll well. Joan originally met Tracy through the Quickbooks class at Butte College, Tracy is the office specialist in Quickbooks accounting. She also prepares individual and business income tax returns.
Tracy’s goal is to finish her AA at Butte College in accounting and continue on to CSU Chico. She is originally from Santa Rosa and has 3 very active boys along with one bull terrier. She also helps Soroptimist International of Chico out with the Home, Garden & Antique Show in her spare time.
Tracy says that Stoner, Jeffers & Associates is the best place she has ever worked! Tracy can be reached at tracy_donner@sbcglobal.net
Sassari is our office dog. She is a Springer Spaniel, Labrador, Chow mix. She enjoys running with Joan in Upper Bidwell Park. She loves people food, even broccoli. She is a joy to have at the office. Bring treats when you visit our office, Sassari loves them.