Keith Stoller

Keith Stoller

Languages Spoken: English
Beverly Hills, California
TaxCure Rating 5 Reviews
EA

About Keith Stoller

Hello! I'd started helping people with their tax filings in 1985, and basically hadn't stopped since. As I'd had clients that were referred to me with progressively more complex tax issues, I'd upgraded my qualifications to include representation before the IRS, so I could help them out of a jam. Now I do this full-time as my primary focus. As a California native, I've also become well-versed in dealing with the State tax authorities (FTB/CDTFA/BOE) to the point a fair number recognize my voice when I call.

Let's schedule a chat and see if I'm the right person to help you with your tax problem. Remember, the more you owe, the more I can help you!

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • California Employment Development Department (CA EDD)
  • California Department of Tax & Fee Administration (CDTFA)
  • California Franchise Tax Board (CA FTB)

Reviews

5.0

Peer Rating

3 Reviews
5
4
3
2
1
Recommended by Silvia C. Delgado
Worked on Case Together | Aug 1, 2024
Keith has been a mentor, and resource for me since I'd embarked on my career as an EA in 2003. Nothing makes me happier than to give him my best review. He's trustworthy and client oriented. As a client, you'll never feel alone or unsupported.
Recommended by Carl W. Lisey
Worked on Case Together | Jul 24, 2024
Worked with Keith on preparation of various tax returns. He was very thorough and did the necessary research for us to get the right answers.
Pleasure to deal with him
Carl
5.0

Customer Rating

5 Reviews

5
4
3
2
1
Reviewed by Lloyd h
Advised on Unpaid Taxes, Tax Penalties, Other Levies, Tax-Related Identity Theft, Sales Tax, Unfiled Returns - No Balance, Notice of Deficiency , Criminal or Tax Evasion | Aug 16, 2025
Keith is the best accountant I’ve ever worked with. He found ways to save me about $50,000 in taxes this year, which blew me away. He explains things clearly, answers questions quickly, and really looks out for his clients. I’ll be sticking with him for the long run.
Professional's Reply On Aug 18, 2025
"Thanks for the testimonial Lloyd. It was a pleasure to work with you. Looking forward to stay in touch."
Reviewed by Scott R
Advised on Tax-Related Identity Theft | Aug 2, 2024
Keith helped me to quickly clean up a couple years of back taxes I had let accumulate. This had become a huge mental burden on me. With his knowledge of the tax code I was able to get it professionally resolved in timely manner without any penalty. Can’t say enough about how he has helped me. Definitely recommend Keith!
Professional's Reply On Aug 02, 2024
"Scott, you're amazing! Thanks for the great feedback. -K"

Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Wage Garnishment
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • FBAR & FATCA
  • Other Levies
  • Cryptocurrency Issue
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Expatriation (Form 8854)
  • Tax Preparer Penalties
  • Tax Refund
  • Tax Return Mistake
  • Passport Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • License Issue
  • Bank Levy
  • Tax Lien
  • Tax Penalties
  • Other Levies
  • Tax Audit or Examination
  • Tax-Related Identity Theft

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Other Levies
  • Tax-Related Identity Theft
  • Sales Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Other Levies
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Franchise Tax Issues

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Partial Payment Installment Agreement
  • Levy Release or Reduction
  • Penalty Abatement
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Lien Withdrawal
  • CAP Hearing
  • CDP Hearing
  • Business Tax Preparation
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • FBAR & FACTA
  • Lien Discharge
  • Audit Reconsideration
  • Lien Subordination
  • Tax-Related Identity Relief
  • Bankruptcy
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Pro Se Tax Court Petition
  • Streamlined Filing Procedure
  • IRS Transcript Analysis
  • Tax Consultation Service

  • Installment Agreement
  • Financial Hardship
  • EDD Assessment Appeals
  • Offer In Compromise
  • Levy Release or Reduction
  • Penalty Abatement
  • Tax Appeals
  • Audit Defense and Support
  • Tax Amnesty
  • Tax-Related Identity Relief

  • Installment Agreement
  • Financial Hardship
  • Offer In Compromise
  • Levy Release or Reduction
  • Penalty Abatement
  • Tax Appeals
  • Sales Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support
  • Tax Amnesty

  • Installment Agreement
  • Financial Hardship
  • Individual Tax Preparation
  • Offer In Compromise
  • Levy Release or Reduction
  • Penalty Abatement
  • Tax Appeals
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support
  • Criminal Tax Defense
  • Bankruptcy
  • Tax Amnesty
  • Tax-Related Identity Relief
  • Innocent Spouse Relief

Tax Types Serviced

Corporate Tax Income Tax Employment/Payroll Tax State Sales & Use Tax Gift Tax/GST Tax Estate Tax (Form 706) Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Expatriates Non-Profits/Charities Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 8/13/2016 Active

Designation & Other Licences

License Type
Certified Tax Resolution Specialist (CTRS)
Oct 2019 Active
Advanced Crypto Tax Expert (ACT-E)
Jul 2018 Active
CA CTEC Registered and Certified Tax Professional
Oct 2002 Active

Related Work Experience

Job Title Company Location Work Duration
Principal Concierge Tax Relief Beverly Hills, California Jul 2024 - Present
Co-founder/Consulting Operations Manager San Joaquin Accounting and Tax Services Bakersfield, California Jul 2022 - Jun 2025
CEO Stoller Associates, Inc. Bakersfield, California Jan 2022 - Jul 2022
Principal Keith Stoller Bakersfield, California Aug 2013 - Dec 2021
Co-founder/Principal Tax Consultant San Joaquin Accounting and Tax Services Bakersfield, California Oct 2002 - Aug 2013
Principal Keith Stoller Bakersfield, California Mar 1985 - Oct 2002

Education

Educational Institution Degree Graduation Year
Bakersfield College Associate Degree 1992
California State University - Bakersfield Bachelor's Degree 1994
California State University - Bakersfield MBA 1995

Associations & Memberships

Associations or Memberships Position Duration
California Society of Enrolled Agents Member 2018 - Present
NTPI Fellow Fellow 2017 - Present
National Association of Enrolled Agents Member 2016 - Present

Contact Information

Address

9350 Wilshire Blvd, Suite 203-E81
Beverly Hills, California 90212

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Money Order Method Money Order
Cash Method Cash

Publications

Publication Type Publication Name Title Link
Web Article Business Insider How to Achieve Maximum Savings in Income Tax with Stoller Associates CEO Keith Stoller View Publication
Web Article Yahoo Finance How to Achieve Maximum Savings in Income Tax with Stoller Associates CEO Keith Stoller View Publication
Book Unleash the Power of Tax Planning Unleash the Power of Tax Planning View Publication

Videos & Photos

Keith Stoller photo 1 Photo
Keith Stoller photo 2 Photo
Keith Stoller photo 3 Photo
Keith Stoller photo 4 Photo
Keith Stoller photo 5 Photo

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