Business Details
43 Years
experience
Trusted Tax Preparation Services in Santa Rosa, CA
Founded in 1983 by Lee Stephens, our firm has built a legacy of excellence in tax preparation and advisory services. As a family-owned business now led by Justin Stephens, we combine decades of hands-on experience with a commitment to personalized client care. Our team of Enrolled Agents specializes in navigating complex tax codes to ensure compliance while maximizing savings for individuals and businesses nationwide.With roots in Sonoma County, we pride ourselves on maintaining the integrity and attention to detail established by our founder while embracing modern efficiencies to keep costs accessible. Our reputation for accuracy, transparency, and client advocacy has fostered lasting relationships with clients spanning generations.
Services
Tax Preparation
Business Tax Filing
Trust & Estate Taxes
Tax Planning
Audit Representation
Details
- Year established: 1983
Highlights and features
- Family-owned since 1983 with second-generation leadership
- Specialize in tax planning and audit representation as Enrolled Agents
- Affordable pricing without compromising quality or expertise
- Proven track record with clients for over 30 years
- Personalized service tailored to individual and business needs
Associations and certifications
- Enrolled Agents (EA)
What people say
Saved me tons of money
Up to date on tax changes
Trustworthy tax guidance
Proactive solutions
More tax refund
Services
Tax Preparation
We prepare accurate, comprehensive tax returns for individuals, ensuring compliance with federal and state regulations. Our process identifies all eligible deductions and credits to minimize liabilities. With expertise in evolving tax laws, we provide tailored advice to optimize financial outcomes for diverse client profiles.
Business Tax Filing
Specializing in business entities including corporations, partnerships, and LLCs, we handle complex filings with precision. Our services cover income tax, payroll tax, and compliance reporting. We work closely with clients to structure filings that align with strategic financial goals while mitigating audit risks.
Trust & Estate Taxes
Our team manages tax obligations for trusts and estates, ensuring adherence to specialized regulations. We prepare fiduciary returns and provide planning guidance to executors and trustees. Our approach balances legal compliance with strategies to preserve asset value for beneficiaries.
Tax Planning
We develop proactive tax-saving strategies tailored to individual and business circumstances. Our planning services analyze income, investments, and operations to identify opportunities for long-term savings. We help clients anticipate liabilities and structure transactions for optimal tax efficiency.
Audit Representation
As Enrolled Agents, we represent clients during IRS audits with expertise and advocacy. Our support includes document preparation, communication with tax authorities, and resolution of disputes. We aim to reduce stress and financial exposure while achieving fair outcomes through thorough, professional representation.
People
Justin Stephens
Owner
Justin Stephens leads the family business with over 40 years of combined experience. A second-generation tax expert, he specializes in individual and business tax preparation, bringing personalized service and deep industry knowledge to every client interaction.
Lee Stephens
Founder
Lee Stephens established the firm in 1983 as a pioneer in Sonoma County tax services. His legacy of integrity and expertise in manual and early digital tax preparation laid the foundation for the firm's enduring commitment to client-focused excellence.
Questions
What tax services do you offer?
We provide individual and business tax preparation, trust/estate filings, audit representation, and strategic tax planning tailored to your specific needs.
Why choose an Enrolled Agent?
Enrolled Agents have specialized federal tax expertise and unlimited representation rights with the IRS, ensuring qualified advocacy and compliance guidance.
Do you offer discounts?
Yes! Receive 10% off by booking before February 28th or $25 referral discounts for each client you refer to our services.
Are you equipped for complex returns?
With 40+ years of experience handling diverse filings, we confidently manage complex individual, business, and estate tax situations efficiently and accurately.
