About us

As an Enrolled Agent and former IRS Senior Tax Specialist with over 17 years of experience, I provide comprehensive tax and accounting services for small businesses and individuals. My mission is to help clients remain compliant and avoid issues with the IRS by delivering strategic insights that save them time, money, and stress related to tax matters.

I prioritize building long-term relationships with my clients, guiding them toward compliance, and offering access to expert advice to prevent penalties and audits. This support enables them to concentrate on growing and sustaining their businesses.

Having faced a complex tax challenge in a community property state, I gained a unique understanding of the difficulties taxpayers encounter when navigating unclear tax regulations, even with my background as an IRS employee. This experience inspired me to assist entrepreneurs and individuals in managing the intricate landscape of tax and accounting compliance.

I am committed to ensuring that all my clients receive competent guidance to help them avoid penalties and audits, allowing them to focus on nurturing and expanding their businesses. Managing finances is akin to tending a garden that requires careful attention to flourish, and taxes are vital to that financial ecosystem.

Bloom Financial Group