About Bloom Financial Group
I'm Stephanie Roth, founder of Bloom Financial Group, and I believe we're not your typical accounting firm. While most accountants focus solely on facts and figures, I understand that financial decisions are deeply influenced by each individual's unique psychology and relationship with money.
After personally examining why I knew all the technical answers but still struggled with my own finances, I became passionate about helping clients identify the subconscious beliefs and attitudes about money that may be holding them back.
With over 18 years of experience in tax preparation, planning, and audit support, I bring a distinctive combination of technical expertise and empathy to every client relationship.
As an Enrolled Agent and former IRS Senior Tax Specialist with more than a decade of IRS experience plus eight years in public accounting, I understand the tax code from both sides of the equation. This comprehensive background allows me to navigate complex tax situations while addressing the human elements that truly drive financial success.
Our Mission
I established Bloom Financial Group to provide cost-effective and reliable tax assistance that makes professional accounting services accessible to small business owners and individuals. Drawing from my experience as a former IRS Senior Tax Specialist, I understand firsthand the challenges and anxiety people face when dealing with tax matters and IRS interactions. This insight drives my commitment to helping clients navigate complex tax environments with confidence while achieving their broader financial goals.
My mission centers on delivering personalized strategies that ensure full compliance with tax laws and regulations while maximizing your financial opportunities. I believe that professional accounting guidance shouldn't be a luxury reserved for large corporations. Many people assume they can't afford an accountant, but the reality is that the value of skilled tax and financial guidance far outweighs the cost—making it an investment you can't afford to overlook.
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Bloom Financial Group provides small business accounting, tax, and financial consulting services.
Financial Disclaimer: The information provided on the Bloom (https://www.bloomfinancial1040.com) is for general informational purposes only and does not constitute financial, tax, or legal advice. While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. It is essential to consult with a qualified financial, tax, or legal professional for advice tailored to your specific situation. Bloom Financial Group is not responsible for any loss or damage arising from the use of the information on this website.