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Belgrade, MT, US
EA
Bloom Financial Group Pllc Roth
Remote Services
About

I am an Enrolled Agent with over 15 years of experience in complex tax preparation, planning, and audit support. As a former IRS Senior Tax Specialist, I offer comprehensive tax services to small businesses and individuals to help them stay compliant and out of trouble with the IRS.

I aim to establish long-term relationships with my clients and provide them with strategic value that saves them time, money, and headaches around tax matters. My goal is to guide my clients toward compliance and ensure they can access competent guidance to avoid penalties and audits, allowing them to focus on sustaining and growing their businesses.

Having faced my own complex tax issue during a difficult divorce in a community property state, I understand first-hand the confusion and stress that complicated tax situations can cause, even for someone with experience as an IRS employee. Unable to resolve the issue on my own and lacking resources for adequate legal counsel, I gained resilience and a unique perspective on the challenges taxpayers face in interpreting opaque tax guidance.

This experience shaped my client-focused approach and motivated me to guide disadvantaged entrepreneurs and individuals through the complex world of tax and accounting compliance obligations. I want to ensure all my clients have access to the competent guidance needed to avoid penalties and audits so they can focus on sustaining and growing their businesses.

Services Offered
Accounting
Book cleanup
Divorce accounting
Self-employed taxes
Small business tax
Tax advice
Tax consulting services
Tax planning
Tax preparation
Tax services
Tax setup
Software and Platforms
Certificates
Enrolled Agent
Industries Served
Construction
Engineering
Farming / Agriculture
Professional services
Retail
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