Contact San Diego Business Advisors - Tax Preparation and Accounting
3517 Camino del Rio South, Suite 406
San Diego, CA 92108
(Map It!)
Phone: (619) 294-4286
Fax: (619) 294-9908
info@sdbizadv.com
Steven C. Leibold, EA
President
Phone: (619) 294-4286 X351
sleibold@sdbizadv.com
What if you had a good friend you could sit down with over coffee and discuss your finances? You could ask him where you might be spending too much, where you could get tripped up by the tax man, and what your plans were for the future. He would give you solid advice based on research and professional knowledge, with your best interests in mind.
Because you had the information you need, you could make wise decisions and would feel secure that you were taking the right steps. Plus, he would explain things that make your head swim in everyday language you can understand.
That is what doing business with Steven Leibold is like.
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, Steven is the go-to answer man. He believes that proper planning leads to a successful business...which in the end results in a successful retirement.
As an Enrolled Agent and Certified QuickBooks® ProAdvisor, Steven also holds the credentials of Accredited Tax Advisor (ATA) and Accredited Tax Preparer (ATP) by the Accrediting Counsel for Accountancy and Taxation. Steven 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, the American Institute of Professional Bookkeepers, and the National Society of Accountants.
A funny, down to earth, likeable and quick-witted, he is easy to talk to and unaffected. This just may be the first time you actually enjoy talking about your finances.
Karen Taylor
Payroll/Administration
Phone: (619) 294-4286 x350
ktaylor@sdbizadv.com
Karen is our Director of First Impressions! She is the first person you will meet when you come to our office. Karen is responsible for the day to day operations of the office and will make you feel like part of the family. Whether you need additional copies, to schedule an appointment, or just someone to talk with - she handles the majority of the administrative work for San Diego Business Advisors.
Karen also is the main point of contact in regards to payroll processing and payroll issues. Having worked with payroll since 2010, she is very well informed on the payroll process and can expedite the process.
Roger Bonfils, EA
Tax Preparer
Phone: 619-294-4286
rbonfils@sdbizadv.com
Roger Bonfils is an EA. Previously self employed, Steven purchased Roger's book of business and since then Roger has worked seasonally each tax season. Roger keeps is EA license active with the Internal Revenue Service and is readily available during tax season to assist Steven and the clients of San Diego Business Advisors with their tax needs. Outside of tax season, Roger is called back in to assist with occasional projects and cover when Steven is not available.
Susan Leibold
Assistant Tax Preparer
Phone: 619-294-4286
suleibold@sdbizadv.com
Susan works as an assistant tax preparer. CTEC licensed, she helps process over 100 tax returns per year. She can primarily be reached during tax season, but returns each year to assist the clients and the office.
