San Diego Business Advisors
San Diego, CA, San Diego
(15)
San Diego, CA, San Diego
(15)
San Diego Business Advisors provides individual tax preparation with the personalization that software packages can't.
As an Enrolled Agent with years of experience, San Diego Business Advisors works to maximize your tax savings with professional tax preparation services.
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15 customer reviews
Danielle R.
I have trusted San Diego business advisors to do my taxes for years. Â Steven is very knowledgeable and thorough. Â I appreciate that my taxes and business related concerns are taken seriously. His response is clear and he provides options as well as the best direction for me to choose a course of action. Â I highly recommend San Diego business advisors! More...
Reviewed on Yelp
Jeffrey Crowe
He was the consummate professional. I was behind on my reporting and he made it clear of exactly what I needed to do to catch up. I highly recommend him.
Reviewed on Google Maps
Alex M.
I met with Steven for a general business tax consultation and I am so glad I did. He's friendly, welcoming, and you could tell that he really cares about his clients and helping them make the best decision for their business. He has a wealth of knowledge about the business structure for your specific situation and he will help you. I highly recommend Steven, and meeting with him before making any big decisions about your business. Thanks Steven! More...
Reviewed on Yelp
Gerhard O.
Steven has been a blessing for helping me in defining the proper tax structure for my companies. He is extremely responsive on any questions I have. I can highly recommend him!
Reviewed on Yelp
Orv L.
I have used Steven's office for the last seven or eight years to file the taxes for my elderly in-laws. Â I always have been comfortable filing my own personal taxes. Â But, when I undertook to manage the financial affairs - as Trustee - of my in-laws I quickly recognized that professional assistance was necessary. Â San Diego Business Advisors has more than met my/their tax preparation needs. Â From the front desk to Steven himself all inquiries are handled, seemingly, within minutes - whether by phone or email. Â This past tax season, when I needed assistance to close out both the estate and their Trust, Steven directed me to a trust and estate lawyer. Â Steven did not try to extend himself into a professional area beyond his expertise and that knowledge was reassuring. Â He did, however, provide the exact tax and financial materials that the estate / trust lawyer needed and made the transfer process almost seamless! More...
Reviewed on Yelp
Sandra A.
I moved my businesses over to sdba few years back because I was not happy with my last account. Now I couldn't be happier. I recently  moved my husband business and my parents business and personal. Steven is tuff but good at his job. Thanks for all that you have done for us! More...
Reviewed on Yelp
Claudia S.
Steven is very knowledgeable, and has given great advice to us many times. Even though we don't live in San Diego anymore, we continue to use his services. His office is well-run and reliable. We highly recommend him! More...
Reviewed on Yelp
Vicki G.
Steven at San Diego Business Advisors is the BEST tax man in the business. Â I don't make any financial decisions without his input. Â He's easy to work with, great to talk to, and straightforward with his opinions. Â I've owned my business for over 30 years, and I feel confident in my personal and business decisions because of his counsel. Â I strongly recommend you give him a call. Â You won't regret it. More...
Reviewed on Yelp
Al C.
Steve has been doing my corporate returns for over 5 years now. He has always been very professional and accurate in his work. I feel very confident in recommending him to anyone that needs a tax professional and tax guidance. More...
Reviewed on Yelp
Smitty O.
Steven did my father's taxes for years and Dad was always satisfied. Sadly Dad passed away two years ago and Steven helped with the final return. Things went so smoothly that I decided to ask him to do my taxes, which had gotten a bit more complicated. Turned out that was a good decision, as Steven figured it all out for me. I'm not local, so everything is done remotely, which hasn't been a problem at all. Highly recommended! More...
Reviewed on Yelp
Geeps P.
I have been waiting to give this 5 star review until after our taxes were finalized in case something else had to be updated. Steven is great at what he does. I am a very conscientious tax filer and Steven helped us along the way. With so many changes that happened in my life (small business, marriage, buying mortgage points, etc.), I decided to have a really competent person do our taxes for us and spare us the numbers headache.Steven is fast at responding to questions and we are very happy with the work he does. I reviewed everything very carefully, and he was open to answering any/all questions we had. Â One tip for the next customer is, keep your questions straightforward and make sure these are truly pressing things you need to know, since Steven is a busy guy.Thank you SD Business Advisors! More...
Reviewed on Yelp
Royce N.
Steven is great, fast, accurate and to the point. He know the law well and utilizes technology to speed up his work. He is great at comparing different tax strategies and finding the one that makes since for you. He introduced me to the r&d tax credit and the enterprise zone tax credit which saved me over $200,00. He also amended my prior returns and saved me thousands there as well. His services are probably the best investment I've made. More...
Reviewed on Yelp
L. D.
"Makes tax preparation fun"! Â There, I said it. Â It's true. Â I know it sounds strange, Â but as 2014 began my wife and I were eagerly looking forward to our annual meeting with Steve for prior year taxes. Â Steve creates a fun filled, enthusiastic environment for what I believe is one of the most dreaded and complex tasks... preparation of Federal and State income tax returns. Â Let me be clear, this is a highly skilled tax professional who brings the utmost precision to each job. Â That said, he accomplishes the job while keeping the spirit positive and non-threatening. Â That is tough to do with tax preparation! We just completed tax filing for 2013. Â Our return has complexities as my wife is a self employed medical professional and I recently retired from civil service. Â As expected, our meeting with Steve was enjoyable and left us totally confident in preparation of the final tax package. More...
Reviewed on Yelp
jake r.
Great tax service at great rates. Very professional and friendly!
Reviewed on Yelp
Kay W.
I am a Quickbooks Certified Pro Advisor and am often asked for a referral to a tax professional by my clients. Â Steven works hard on their behalf to make sure that they have proper tax planning to avoid surprises at year end and ensures that all proper deductions are being taken to lower that tax bill. Â His sense of humor and ability to put his clients at ease makes the process a lot more pleasant. Â Best of all my clients call me and thank me for referring them to Steven. Â He puts their minds at ease knowing that the "tax" obligations are being handled by a true professional.I would highly recommend Steven Leibold for anyone who is looking for a highly competent tax professional who has reasonable fees and works hard on their behalf. More...
Reviewed on Yelp
What kind of accounting services do you provide?
After the fact bookkeeping
QuickBooks consulting and support
Why is it so important for businesses to hire a great accountant?
One Size Does Not Fit All
San Diego Business Advisors is like no other bookkeeping, tax preparation or tax planning firm in San Diego. We specialize in a personalized approach for each business and every business owner we work with. No cookie-cutter approaches, no templates. We tailor a plan specifically for you and your business.
