San Diego Business Advisors

Specialties

Specializing in business and personal tax planning and preparation, I also advise business owners on key planning decisions, including business entity type, retirement plans, and day-​to-​day consulting to stay on track with your goals. Whether an Independent Business Consultant, Real Estate Agent, Physician, Dentist, or Teacher, I’m here to support you throughout the year.

If having issues with the IRS or the State of California, I provide audit representation and collection assistance. Don’t go up against the IRS and State of California alone — I’ll protect your interests and obtain a positive resolution to your tax issues.

History

Established in 2002.

Back in 2002, Steven Leibold, EA wanted to establish a tax specialty firm with the core focus on the value of planning. Anyone can prepare a correct income tax return if properly taught, but only a person that specializes in taxes can provide complete tax planning services. Laws change, new laws are written, so tax planning is a moving target. It is a proactive approach. We keep up to date on these changes and then work with our clients through out the year to make sure they are taking advantage of as many opportunities as they can.

We look for «missed opportunities» that other tax professionals and taxpayers miss each year. We help our clients find these missed opportunites and then proceed to help them change that situation and put the extra tax dollars in their pockets.

We continue to provide tax planning as our core service with 100+ clients being monitored by our office.

Meet the Business Owner

Steven L.

Business Owner

For over a decade, Steven Leibold has dedicated his career to the tax and accounting field. Steven takes pride in advising, representing and preparing returns throughout the year for individuals and business owners. His expertise in business tax and accounting make him a valued resource and trusted advisor for his clients. Advising business owners on a variety of key planning decisions, such as selecting an appropriate business entity type, choosing the right business retirement plan, as well as providing day-​to-​day consulting to help them stay on track with their business goals.

He believes that proper planning leads to a successful business, which results in a successful retirement. Steven is an Enrolled Agent and Certified QuickBooks® ProAdvisor. He holds a Bachelors of Accountancy from the University of San Diego. He is an active member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, and the National Society of Accountants.