ABOUT

Steve Hines, EA, ATP

I am an Enrolled Agent (EA) licensed to practice before the IRS, as well as having the Accredited Tax Preparer (ATP) designation.

Most of my near 25 years of experience doing bookkeeping & accounting for small businesses + preparing income taxes for individuals & businesses with anything from simple to more complex returns, including High Net Worth individuals, came from working for different firms before going on my own.
Thanks to the knowledge & experience gained from the great CPA’s & other people I worked for & with, I currently have many individual & business clients with varying tax situations & deal with businesses in various types of industries.

I can do things either in person at my office location, drop off/pickup, mail/email/fax, or sending your documents via my secure upload “Client Portal” link at top right of this site.
If fully/partially remote/online is your preference, it can include digitally signing efile authorization forms online, having the option of creating a free online account to securely store & have access to all tax documents & returns sent & received via the secure portal.

For business owners, I can also be an all-in-one outsourced tax, accounting/bookkeeping/payroll provider for your business so you can spend more time doing what you do best, running your business. This can also include helping with tax planning/saving strategies or in ways to decrease expenses, increase revenue or improve efficiency in your business to increase your net profit.

PRICING

Contact me for an estimate on pricing or fees, which will usually be less than most other licensed CPA or EA practitioners as well as various unlicensed practitioners or franchise locations.
I’ve also had to amend many new client’s prior year returns done by CPA’s, EA’s or unlicensed practitioners who didn’t take all legal deductions or credits they were entitled to.

As a solo operator with no employees, I do 100% of the work myself, unlike many higher priced CPA, EA or other firms who have fancier & more expensive offices than mine as well as staff they have to pay whether they have work to do or not, with those costs resulting in higher prices for their clients.
Many other firms also have lower level staff do the majority of the work with the owner’s role involving just quickly reviewing & signing off on things without having dug deeper to analyze each client’s overall tax situation.

I can help you with any of the following:

INCOME TAX RETURNS

– Individual (1040), Business (1120S, 1120, 1065), Trust (1041), Estate (706), Gift (709), NonProfit (990)
– Tax Planning/Projections/Consulting

BOOKKEEPING & ACCOUNTING

– Payroll, W-2’s, 1099’s
– Bank account entry/reconciliation & financial statements
– Weekly/Monthly/Quarterly payroll processing & tax reporting
– Sales/Property tax returns
– A/R, A/P, Invoicing, Journal Entries, Job Costing, Cash Flow Analysis, Incorporation/Setup Business with proper authorities

OTHER

– Budgeting or Bill Paying, personal or business
– Life & Health Insurance + Fixed Annuities sales

RECENT REVIEWS

  • R.D. I needed special help with a form that is incredibly complex (Gift Tax). I contacted CFS in the morning and had my completed form by dinner time. It was an amazing, quick solution to something I’d labored over for two weeks. I will use CFS again. It was a perfect job, well done!
  • S.B. Steve is very knowledgeable about taxes. He prepares my taxes quickly and accurately at a good price and explains everything while answering any questions I have.
  • C.H. I highly recommend. Very professional, efficient & has reasonable prices.