My mission is to provide quality, personalized accounting, consulting, and tax services to individuals and businesses in North San Diego County, California.

As a client-centered business, my services are custom-tailored to meet the unique requirements of each client's specific individual/business needs. Thus, I often perform accounting/consulting work on-site, offering personal guidance to both my clients and their staff. My small to medium size business/accounting clients often view me as a part-time Controller and member of their team. My tax clients consider me their advocate and guide through the ever-changing tax issues affecting them.

Since graduating from UC Santa Barbara with a degree in Business-Economics with an Accounting Emphasis, I have had the opportunity to work for CPA firms and a variety of small-medium size companies in the private sector. My experience and education have given me the tools to provide a valuable service to individuals and businesses alike, while recognizing the challenges and opportunities they face. As a federally licensed Enrolled Agent and member of the National Association of Tax Professionals, I make a point of staying abreast of tax legislation and keeping my clients informed.

Services include but are NOT limited to:

  • Individual & Business Tax Preparation and Services
  • Tax Planning, Projections, Future Forecasting & Estimates
  • Tax Consulting & Representation of Taxpayers before the IRS as a Federally Licensed Enrolled Agent
  • Accounting, Bookkeeping, & Consulting both on-site & off-site
  • Controller Services
  • Staff Training
  • QuickBooks Support
  • Financial Statement Preparation (Accrual & Cash-Basis) – Balance Sheets & Income Statements

Contact information:

Stephen W. Anderson, EA
Accounting & Consulting
P.O. Box 2652
Carlsbad, CA 92018-2652

Phone: (760) 525-8177

Email: Stephen@swaaccounting.com