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