Stephanie RothIntuit TurboTax Verified Pro
Bloom Financial Group

Stephanie Roth

Accepting new clients

  • Verified Pro with 15 years of experience
  • MT
    Belgrade, MT
Book a free call

I am an Enrolled Agent. Enrolled agents, like attorneys and CPAs, have unlimited practice rights before the IRS. I focus on all things tax.


Partnership (Business Tax Expertise)
Schedule K-1
S Corporation (Business Tax Expertise)
Rental Property Income
Business Tax Returns
C Corporation (Business Tax Expertise)
Foreign Income
Farm Income
Self-Employment Income
Retirement Income
Multi-State Taxes


  • Verified Pro with 15 years of experience
  • Experienced with MT tax code
  • Meet online or in person
  • MT
    Belgrade, MT

How we’ll work together

Intro call

Schedule an intro call and we’ll meet to go over your tax situation.

Upload your documents

I’ll help you understand what documents you need to upload.

Review and file

After you review, I’ll file your taxes for you. And you’re done!

About me

Stephanie Roth

Nice to meet you 👋

As an Enrolled Agent and former IRS Senior Tax Specialist with over 15 years of experience, I offer comprehensive tax and accounting services to small businesses and individuals. My goal is to help my clients stay compliant and avoid trouble with the IRS by providing them with strategic value that saves them time, money, and headaches around tax matters. I believe in building long-term relationships with my clients by guiding them towards compliance and providing them with access to competent guidance to avoid penalties and audits, which allows them to focus on sustaining and growing their businesses. I gained a unique perspective on the challenges taxpayers face in interpreting opaque tax guidance when I faced a complex tax issue during a difficult divorce in a community property state, despite my experience as an IRS employee. This experience motivated me to guide entrepreneurs and individuals through the complex world of tax and accounting compliance obligations. I want to ensure that all my clients have access to competent guidance, which can help them avoid penalties and audits. This way, they can focus on sustaining and growing their businesses. Managing your finances is similar to tending to a garden that requires careful attention to help it thrive. Taxes are an essential part of that financial garden. Bloom Financial Group

This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See here for Intuit's Pro verification program.

What my clients say

Map showing location of the tax pro
Bloom Financial Group

Stephanie Roth

Belgrade, MT 59714


9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm
9:00am - 6:00pm



Intuit TurboTax Verified Pro

Powered by TurboTax

Your security is built into everything we do. Each tax pro undergoes a background check and is backed by TurboTax, America’s #1 tax prep provider. Get peace of mind that your taxes are right, guaranteed.

Learn more
Tax Return Lifetime Guarantee Badge

Lifetime Guarantee

Get audit support, accuracy, and your max refund—100% guaranteed for the 7-year life of your tax return.

Maximum Refund Guarantee Badge

Maximum Refund Guarantee

Our experts will get you your max refund—guaranteed.

Full Service Guarantee Badge

Full Service Guarantee

Your tax expert will only sign and file your return when it's 100% correct.

TurboTax offers or discounts don’t apply to TurboTax Verified Pro services. Your independent tax pro will work with you to set the final price before preparing your return, based on your tax situation.

*Not all feature combinations are available for all locations. In-person meetings with a local tax pro are available in some locations, but not available in all states or locations. "Local" tax pro is defined as being located within the same state as the client for virtual meetings. "Local" tax pro, for the purpose of in-person meetings, is defined as being located within 50 miles of the consumer's zip code.

TurboTaxCredit KarmaQuickBooksMailchimp

©1997-2023 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

About cookies


Manage Cookies
TRUSTee-FileC-Level Security Certification