Body Dynamics, Physical Therapy and Pilates
“Thinking about Steve’s particular strengths as a CPA, the
tax planning is huge, and his help with retirement planning is really important
as well. Steve is thorough and very responsive. As an example, we had a
question from the IRS earlier this year. Steve figured it out right away and
worked with them to quickly make the issue go away.”
“Actually, I recommend Steve to others fairly often. He
has done a great job, is very thorough, and has saved me a lot in taxes. I
especially appreciate his tax planning. He is creative and always looking
ahead…planning for the last quarter of the year and telling you what you need
to do so minimize your tax exposure.”
Phil Nguyen
NF Wealth Management, Inc.
Phil met Steve just as he was starting his business ion 2007, and
“he has been our CPA ever since. He’s very knowledgeable and his explanations
of things are easy to understand. He is also very responsive.”
Lynn Kneizeh
Kneizeh Ventures, Inc.
“The fact that Steve is really familiar with small
businesses is huge. (Our previous CPA was not.) Also the fact that he is so
familiar with QuickBooks. We just send him our files four times a year and he
makes any necessary adjustments so that we don’t have a problem at the end of
the year.”
“For anyone with a small business, particularly if you
are using QuickBooks, Steve would be a great choice. He knows what he’s doing
and with Steve, you can always be 100% sure that your taxes are being done
right.”
Indu Jayakumar
Localbiznetwork LLC
“On a scale of 1 to 10, I would rate my satisfaction with
Steve and his services a 10. Steve is very approachable, very level-headed,
calm and patient. He is also very experienced in his field.”
“I have already recommended
Steve many times. What I say is that he is very good at what he does. He is
organized and methodical in his approach to things and at the same time he
makes sure that he keeps up with changes in your business environment and the
tax code so that he can give you the best advice. I am happy to be a positive
reference for Steve. I have been a long-time client and I’m a big fan.”
Christopher Fuselier
Meridian Computing, Inc.
“One of Steve’s strengths is being able to apply the
dark corners of tax law to a small business. He gives good advice about
business considerations like managing expenses, etc. that can have tax
implications.”
“Even though Steve has a competent team supporting him,
we appreciate that we deal with Steve directly. Working with the managing
partner is important to us. Also, Steve has proven to be knowledgeable
about our industry and aspects of the tax code that are pertinent to our
business.”
“Steve works well with small businesses. He is
knowledgeable and responsive and we trust him. For us, there’s also the
convenience factor. He’s a local boy who has worked in the Valley for
years – you aren’t going to find his office suddenly boarded up one day.”
Walter Edmondson
Wave Affiliates, Inc.
“I did my own accounting for years, but when I started
my own business, I realized that it was time to pay someone who could keep up
with the complexities of tax law and had the required expertise. That’s the
value add that Steve provides, and it enables his clients to focus on the other
demands of their businesses.”
“On a scale of 1-10, I give Steve a 10. Right off,
Steve was able to catch something that my previous CPA had missed. By redoing
my 2009 and 2010 taxes, he was able to get money back that I was owed.”
“Steve is knowledgeable and thorough, and he communicates
well, making complex facts about the tax code easy for anyone to understand. He
is also good at follow through. I’ve already recommended him to several
people.”
Charles Baker
Bead Consulting, Inc.
"Steve is a true small business expert when it comes to tax law.
I appreciate the fact that he keeps me updated, and is able to tailor his
services to my particular needs. He is very knowledgeable and personable, and
he is a guy you can trust.”
