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About Us Follow the lead of America's most successful business owners. Start focusing on what will help you SUCCEED! 1. Surround yourself with a brilliant team of professionals (like San Diego Business Advisors) 2. Focus on doing the things ONLY you can do. 3. Identify the high profit areas of your business. 4. Develop a tax strategy that serves your goals. 5. Create a financial plan for success. |
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Steven C. Leibold Enrolled Agent 
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. What does working with an Enrolled Agent (EA) mean for you? Plenty. Licensed by the Federal Government to represent you before the Internal Revenue Service, an Enrolled Agent is recognized as a qualified tax professional. Steven achieved that status in 1996. It says a lot about his integrity and dedication to his clients. 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. Annually, he attends over 30 hours of continuing education in the tax and financial field to stay on top of the latest tax and accounting issues that affect taxpayers. You would think with all these credentials and education, Steven would be a stuffy, self-important stuffed shirt. Think again. 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. SDBA Testimonials "After 22 years owning a business Steven Leibold is the first professional to examine my company's finances and give me a solid picture of my profitability in comparison to my industry. His definitive analysis and savvy recommendations have helped me to trim overhead, increase profits and feel secure during tough economic times. I'm hooked! I strongly recommend him to anyone who wants to keep the money they work hard for." Victoria G. "San Diego Business Advisors assisted us in our recent audit. The results exceeded our expectations. The IRS settled the audit with no back taxes due, no interest or penalties. I advise everyone to have a tax professional on your side when filing your taxes, and to have Small Business Advisors in your corner when being audited. They were fantastic!" James P. Organizations: California Society of Enrolled Agents (www.csea.org) - President of the San Diego Chapter of CSEA National Society of Enrolled Agents (www.naea.org) National Society of Accountants (www.nsaacct.org) Better Business Bureau - San Diego Greater San Diego Business Association National City Chamber of Commerce Personal Specialties: Withholding Allowance Review (W-4 re-calculation) Using Pre-Tax dollars to pay for expenses instead of after tax dollars (Use of Health Savings Accounts to SAVE MONEY) Proper Retirement Plan contributions to maximize tax savings Buying/Re-financing a home Starting A Business (See Business Section for additional info) perhaps a link here to the business section Buying/Selling Rental Property Effective Tax Savings Strategies for Parents with young children Effective Tax Savings Strategies for Parents with older/college age children Credentials: Enrolled Agent (EA) Accredited Tax Advisor (ATA) Accredited Tax Preparer (ATP) |