Stephanie RothIntuit TurboTax Verified Pro
Bloom Financial Group

Stephanie Roth

Accepting new clients

  • Verified Pro with 15 years of experience
  • MT
    Belgrade, MT

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



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