We provide comprehensive tax planning with the personalization software packages can't.
Steven Leibold, EA of San Diego Business Advisors has helped thousands of business owners with comprehensive tax planning and other business services. As an Enrolled Agent, he adheres to the applicable ethical standards and codes of professional conduct established by the IRS while serving as clients’ advocate.
With expertise in all areas of taxation, including corporate, estate, individual, partnership, and federal, local and state taxes, we keep up to date with the changing tax laws. Our professional, timely and reliable services include everything under the umbrella of comprehensive tax planning, such as:
- Personal and business tax returns
- Estate, gift and trust returns
- Out-of-state and multi-state returns
- Payroll and sales tax reporting
- Individual and business tax planning.
We also provide assistance with a wide variety of tax problems, including:
- IRS and state audit representation
- Appeals and collections
- Prior-year or amended returns
- Responding to IRS inquiries
- Lien and levy releases
- Offers-in-compromise and payment plans
Since 1996, Steven has dedicated his career to the tax and accounting field. He 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.
Steven advises business owners on a variety of key planning decisions, such as selecting an appropriate business entity type and 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 proper planning leads to a successful business, which ultimately results in a successful retirement.
Steven has been an Enrolled Agent since 1996, meaning he is a qualified tax professional licensed by the federal government to represent taxpayers before the IRS. That says a lot about his integrity and dedication to his clients and the field of tax accounting.
Beyond his credentials as an Enrolled Agent and Certified QuickBooks® ProAdvisor, Steven also holds the credentials of Accredited Tax Advisor (ATA) and Accredited Tax Preparer (ATP) from the Accrediting Counsel for Accountancy and Taxation. He is an active member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, the National Association of Tax Professionals 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.
In 2014, he completed the coursework to become an NTPI Fellow. This designation is given only to those tax professionals who complete the three-year program focused on tax representation, which covers all areas of taxation from audits and collections to the appeals process.
Steven holds a bachelor’s degree in accountancy from the University of San Diego. He is a long-time resident of San Diego County, and outside his business endeavors he enjoys spending time with his family, being a youth and high school football referee, and flying his remote control toys.
“Steven is extremely knowledgeable and equally helpful. He has been our go-to for personal and business tax questions for well over a decade and a half.”
“Steven Leibold is a consummate professional. After close to 40 years of receiving okay or subpar service from accountants serving our small company corporation, it's refreshing to find someone who is so thorough and competent, who knows the tax code and all current laws, & who as an enrolled agent, is a step above the usual CPA.”