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


Susie LaPrelle
Bookkeeper/Payroll Specialist

Susie has more than 25 years of experience working with individuals and small businesses. She was also a business owner and can therefore relate to the various problems and solutions for small business. Her experience in bookkeeping includes working with QuickBooks and Excel, and the AME Payroll Processing program.

She is a bookkeeper and the Payroll Specialist for Taxpertise. She processes active as well as after-the-fact payrolls, deposits payroll taxes online, preparation of quarterly and annual federal and state payroll tax returns, W-2s, and 1099s for numerous clients.

Susie provides monthly, quarterly or annual bookkeeping services. She tracks income and expenses and reconciles accounts for all business entity types for all industries as well as household accounting.

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