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Stephen W Anderson

Enrolled Agent, Tax Accountant

Stephen W Anderson, EA
Carlsbad, California, USA

Sole Proprietorship

Professional Summary

Since graduating in 1997 from UC Santa Barbara with a degree in Business-Economics with an Accounting Emphasis, I have had the opportunity to work for CPA firms and a variety of small-medium size companies in the private sector. My experience and education have given me the tools to provide a valuable service to individuals and businesses alike, while recognizing the challenges and opportunities they face. As a federally licensed Enrolled Agent and member of the National Association of Tax Professionals, I make a point of staying abreast of tax legislation and keeping my clients informed. Services include but are not limited to: *Individual & Business Tax Preparation and Services *Tax Consulting & Representation before the IRS as an Enrolled Agent *Accounting, Bookkeeping, & Consulting both on-site & off-site *Controller Services *Staff Training *QuickBooks Support *Financial Statement Preparation (Accrual & Cash-Basis)

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Languages

  • English

Industry Experience

    • Accounting & Tax Company

Interests/Hobbies

  • Playing Harmonica & Music
  • Snow Skiing
  • Walking / Hiking

Birthday

September 14

Social Media

Experience

Stephen W Anderson, EA
Carlsbad, California, USA P.O. Box 2652
Enrolled Agent, Tax Accountant
Sole Proprietorship
2001 - Present
I am a Self-Employed Enrolled Agent & Degreed Accountant with a BA in Business-Economics with Accounting Emphasis from UC Santa Barbara and enjoy the variety work I get to do.

My mission is to provide quality, personalized accounting, consulting, and tax services to individuals and businesses in North San Diego County, California.

As a client-centered business, my services are custom-tailored to meet the unique requirements of each client's specific individual/business needs. Thus, I often perform accounting/consulting work on-site, offering personal guidance to both my clients and their staff. My small to medium size business/accounting clients often view me as a part-time Controller and member of their team. My tax clients consider me their advocate and guide through the ever-changing tax issues affecting them.

Services include but are not limited to:

*Individual & Business Tax Preparation and Services

*Tax Consulting & Representation before the IRS as an Enrolled Agent

*Accounting, Bookkeeping, & Consulting both on-site & off-site

*Controller Services

*Staff Training

*QuickBooks Support

*Financial Statement Preparation (Accrual & Cash-Basis)

Education

BA, Accounting "Business-Econ. w/Accounting Emphasis" 1997
University of California Santa Barbara
Santa Barbara, California, United States
"Excellence In Business Writing Award" - My Business Writing group received this award and were given Certificates in a ceremony at the Chancellor on campus house at UC Santa Barbara

Accounting Club Member & Northern California Office Tour Coordinator

Dean's List


Professional Certifications

Enrolled Agent (EA)
Active

Court Admissions

  • Appeals AKA Appellate Court

Associations and Societies

  • National Association of Tax Professionals (NATP)

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