Services
  • Full charge bookkeeping services for your businessWith modern technology you needn’t be a Sonoma Valley local anymore and if you are, we can come to you. Otherwise, we can prepare your books with services in a method customized to fulfill your needs.
  • Payroll – Complete payroll services, active or passive, check preparation, quarterly and annual returns.
  • Sales tax preparation – Complete with online filing if provided by your state taxing agency.
  • Income tax preparation – For individuals and all legal entities.
  • Audit representationYou never need speak to an IRS agent. We go to the wall for you, defending your tax return to the IRS or the state.
  • Offers in compromiseYou may qualify to pay just pennies on the dollar. Our process includes pre-qualification services. We analyze your finances to determine the amount the IRS will likely accept then proceed to negotiate on your behalf.
  • Tax problem resolution – Whether you are a non-filer, you dispute the balance owing, you need a payment plan or you need help being deemed currently not collectible, we can analyze your situation and provide you with the best course of action to resolve your tax issues.
  • QuickBooks training – If you are a local Sonoma Valley business or individual, we can come to your office to instruct you in the basic precepts of QuickBooks.
  • Available for presenting at seminars, lectures, workshops and for appearance on radio and television talk shows.

 

Bonnie Lee, E.A.

Bonnie Lee, taxpertise™For over 20 years, as the owner of Taxpertise and as an Enrolled Agent, Lee has represented taxpayers across the country in audits, offers in compromise, tax problem resolution, and non-filing issues. She specializes in resolving tax problems for independent contractors, the self-employed and small business owners.
To schedule an appointment with Bonnie Lee, you can contact the Taxpertise office by phone: 707.935.1755, extension 1, or by e-mail @

Bonnie@Taxpertise.com


Amanda Johnson, E.A.

Portrait of Amanda JohnsonAmanda Johnson, a longtime resident of Sonoma, CA, is an Enrolled Agent and has been with Taxpertise, Inc., since October 2000. She has helped hundreds of taxpayers with a variety of tax issues including tax preparation for individuals and business entities, offers in compromise, installment agreements, release of levy and wage garnishments, and helps non-filers safely reenter the tax system. For more than three years, Amanda was the co-host to the popular radio show Taxpertise. She enjoys helping people resolve their tax problems and is well versed in both IRS and State collection procedures.

Amanda@Taxpertise.com
707.935.1755, extension 2


Angela Andrews, Licensed Tax Professional

AngelaAngela has been employed with Taxpertise since early 2013. She received her training from H&R Block and is currently pursuing an accounting degree. Angela prepares income tax returns for individuals and real estate professionals.

Angela@Taxpertise.com
707.935.1755, extension 3


Lori Decker

Bonnie Lee, taxpertise™If you are looking for a bookkeeper, payroll processor, or someone to teach you how to use QuickBooks, please contact Lori Decker at 707.935.1755, extension 1. Lori is a Certified QuickBooks Pro Advisor with thirty years of experience in bookkeeping. She can download your bank transactions or post from a check register, reconcile bank, credit card, payroll, and loan accounts, and prepare General Ledger and Financial statements. It doesn’t matter if your business is a sole proprietorship, LLC, Corporation (C or S), partnership, nonprofit or trust. Expedited service is provided by file sharing or use of QuickBooks Online. Lori brings her vast experience and forthright, friendly manner to ensure timely, efficient, and accurate service.

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©2017 Taxpertise | Bonnie Lee, E.A. | Ph: 707.935.1755 Fax: 707.938.1891 | 453 2nd Street West, Sonoma, CA 95476