Tax Services
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  • 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.

Sonoma tax servicesFor over 30 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 to discuss tax services, you can contact the Taxpertise office by phone: 707.935.1755, extension 1, or by e-mail @

Bonnie@Taxpertise.com


Angela Andrews
Licensed Tax Professional

Angela has been employed with Taxpertise since early 2013. She received her training from H&R Block and is currently pursuing her accounting degree and her designation as an Enrolled Agent. Angela prepares income tax returns for individuals, real estate professionals, and owners of rental properties.

She is the in-house specialist for tax returns claiming federal disaster losses. In Northern California during 2017 there were many losses during the wildfire season. She prepared returns claiming the losses. She also dealt with the tax issues concerning insurance reimbursements, sale of the property, and basis of rebuilt units for both personal residences as well as rental properties.

Angela@Taxpertise.com
707.935.1755, extension 3


Tami Vice

Tami’s love for bookkeeping began in 1993, when she had the opportunity to work as a bookkeeper for several small business owners. She began to realize the value of bookkeeping as it allowed the owners to better see an overall picture of their business and their profitability.

A solid set of books is also important for tax planning purposes. Therefore Tami works closely in conjunction with tax professionals to provide the information necessary to determine current year tax liabilities. Tami is an expert in all platforms of QuickBooks and performs all bookkeeping tasks through financial statements. Her specialty is retail and construction trades.

Tami@Taxpertise.com
707.935.1755, extension 3


Marlene Stohlgren
Bookkeeper/Payroll Specialist

Marlene has 28 years of experience working with QuickBooks, reconciling accounts to ready data for business tax returns and rental property income and expense calculations for Schedule E. She handles the calculations necessary to determine taxability of the sales of homes (rental or personal residence) and sales of business assets. She also assists with data entry to the tax preparation program and reconciliation of the results with the source documents or QuickBooks. Marlene has considerable experience dealing with the complexities of 1031 exchanges.

She is the payroll specialist at Taxpertise processing active payrolls and depositing and reporting payroll taxes through W2s and 1099s for numerous clients. She also provides payroll tax returns for those who choose after-the-fact processing and reporting. She is current on the ever-changing payroll tax laws.

Marlene provides monthly, quarterly or annual bookkeeping services. She tracks income and expenses for all business entity types and all industries as well as household accountings. She provides balancing of checking accounts and credit card accounts.

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© 2019 Taxpertise | Bonnie Lee, E.A. | Ph: 707.935.1755 Fax: 707.938.1891 | 450 2nd Street West, Sonoma, CA 95476