Our Mission
Our mission is dedicated to providing small businesses and individuals with professional tax and accounting services. We aim to streamline financial management, guarantee compliance, and support our clients in achieving their financial goals.
About us
I am Stephanie Roth, founder of Bloom Financial Group. As an Enrolled Agent and former IRS Senior Tax Specialist, I bring over 17 years of experience in intricate tax preparation, planning, and issue resolution with the IRS and state tax agencies. My tenure at the IRS spanned from 2007 to 2017, where I also completed the Front-Line Leadership Readiness Program in 2011 and managed to juggle temporary acting management positions alongside my audit responsibilities for six years.
Bloom Financial Group is committed to delivering outstanding value to our clients by leveraging our comprehensive IRS knowledge and a deep understanding of tax procedures. Our objective is to guide clients through the complex tax environment. Recognizing the challenges and time demands tax issues present for individuals and businesses, we focus on building enduring client relationships. We offer a suite of services that encompasses tax preparation, strategic tax planning, bookkeeping, and consultancy, all tailored to alleviate the time, financial, and stress burdens of our clients.
Our Values
Relentless, but not reckless
We are inclined to take action. We consistently demonstrate a strong sense of urgency in accomplishing tasks. We will be persistent, yet not rash, always taking into account our clients' best interests in our actions.
Advocacy
Bloom Financial Group is dedicated to serving our clients. We prioritize their needs and provide personalized, effective financial solutions. We are vigilant in protecting our clients as if they were our own family. In both good times and bad, in health and in sickness, we stand by their side.
Continuous Learning
At our core, we are passionate about all things related to taxes. The vastness and intricacy of the federal and state tax codes captivate us. We consistently exceed the IRS's continuing education requirements to stay abreast of the ever-evolving tax laws. Our expertise and experience are channeled into delivering results for our clients.
Accountability
We recognize that accountability is an ongoing commitment. We embrace responsibility for our honest and ethical behavior towards others. We are focused on solutions and take ownership of your financial well-being.
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