Stephen Zogal

Stephen Zogal

Languages Spoken: English
Houston, Texas
TaxCure Rating 1 Reviews Google Rating 23 Reviews
Tax Pro and Veteran with 15+ Years of Tax Experience. Call for a Free Consultation.

About Stephen Zogal

Stephen is a licensed tax professional (Enrolled Agent) with over 15 years of tax and accounting experience. He is veteran who served in the United States Air Force in the Finance and Accounting Office. He holds a Bachelor's Degree in accounting from University of Arkansas and a Masters Degree in Tax Law/Taxation from William Howard Taft University.

Stephen helps both businesses and individuals with tax preparation, CFO consulting and IRS and state tax problem resolution. With a proven track record in helping taxpayers with liens, levies, garnishment, audits, penalties and unpaid taxes, Stephen is the go to when you face IRS or state tax issues. In fact, one of his most recent wins against the IRS involved a $1.5 million dollar deduction for mortgage interest expense that saved his client over $600,000 in taxes.

If you are receiving IRS or State tax letters because of a pending issue, reach out to Stephen today for a free consultation.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Texas Comptroller of Public Accounts
  • Arkansas Department of Finance & Administration
  • Oklahoma Tax Commission
  • Mississippi Department of Revenue

Reviews

5.0

Peer Rating

1 Reviews
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Recommended by Becky A. Bonner
Former Co-Worker | Sep 19, 2024
Stephen and I worked together at a local CPA firm. He is a very knowledgeable and conscientious tax professional. He diligently works for clients to find the best and most accurate solution to their tax situation while adhering to current tax laws and regulations. He is insightful and able to understand both the accounting and tax issues associated with preparing returns and providing tax advice. He prepared individual, business, and non-profit returns along with working in IRS controversy to help resolve client issues with the IRS.
5.0

Customer Rating

1 Reviews

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Reviewed by Valarie T
Feb 12, 2025
Stephen is more than just a TAX professional – he’s a true financial strategist. He not only balanced my books through QuickBooks online but also use my financials to tell the story of my business. Leading a team with great synergy, he ensures a seamless collaborative and efficient approach to preparing financials.

Steven took the time to review everything with me in person offering insightful recommendations to help navigate challenging times and keep my business afloat. He asked thoughtful, thorough questions to fully understand my situation and provided actionable steps to move forward. His advice is invaluable, and I anticipate a long-term partnership with him. My only regret is not meeting him sooner! Highly recommend his services.

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
  • Notice of Deficiency
  • FBAR & FATCA
  • Other Levies
  • Cryptocurrency Issue
  • Criminal or Tax Evasion
  • Tax Refund
  • Tax Return Mistake
  • Trust Fund Recovery Penalty
  • Passport Issues
  • Spousal Tax Issue
  • Tax-Related Identity Theft

  • Sales Taxes
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Unpaid Franchise Taxes
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax Audit or Examination
  • Involuntary Termination of Entity
  • Unfiled Tax Returns
  • Treasury Offset
  • Tax-Related Identity Theft

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Levy
  • Tax Lien
  • Tax Penalties
  • Tax Audit or Examination
  • Criminal or Tax Evasion
  • Sales Tax
  • Franchise Tax Issues
  • Tax-Related Identity Theft

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Criminal or Tax Evasion
  • Sales Tax
  • Tax Audit or Examination
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax
  • 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
  • Fraud Examination Support
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • Criminal Tax Defense
  • IRS Transcript Analysis
  • Tax Consultation Service
  • 4180 Interview Support
  • CSED Analysis

  • Payment Plan
  • Penalty Abatement
  • Resolution Agreement
  • Levy Release or Reduction
  • Lien Release
  • Sales Tax Preparation
  • Business License Help
  • Tax Appeals
  • Amend Tax Returns
  • Audit Defense & Support
  • LLC Reinstatement

  • Payment Plan
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Offer In Compromise
  • Amend Tax Returns
  • Tax Appeal Support
  • Audit Defense and Support
  • Revenue Officer Support
  • Tax Amnesty
  • Tax-Related Identity Relief
  • Business Tax Preparation

  • Payment Plan
  • Penalty Abatement
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Lien Release
  • Business Tax Preparation
  • Offer In Compromise
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Tax Appeals
  • Tax Amnesty
  • Audit Defense & Support

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Individual Tax Preparation
  • Lien Release
  • Offer In Compromise
  • Amend Tax Returns
  • Business Tax Preparation
  • Innocent Spouse Relief
  • Audit Defense & Support
  • Tax Appeals
  • Tax-Related Identity Relief

Tax Types Serviced

Corporate Tax Excise Tax Alcoholic Beverage 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 2/14/2024 Active

Related Work Experience

Job Title Company Location Work Duration
Partner & Enrolled Agent Anthis, Thompson & Roddy Houston, Texas Feb 2022 - Feb 2024
President Spring Tax Advisors Houston, Texas Apr 2018 - Present
Accountant Daniels & Flynt Bentonville, Arkansas Nov 2017 - Apr 2018
CEO Z Bookkeeping LLC Springdale, Arkansas Jan 2013 - Jan 2017
Accounting & Finance United States Air Force Dyess AFB, Texas Sep 2009 - Jun 2013

Education

Educational Institution Degree Graduation Year
University of Arkansas, Fayetteville Bachelor's Degree 2017
William Howard Taft University Master's Degree 2023

Associations & Memberships

Associations or Memberships Position Duration
The National Association of Enrolled Agents (NAEA) Member 2024 - Present

Contact Information

Address


Houston, Texas 77003

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard

Publications

Publication Type Publication Name Title Link
Web Article Spring Tax Advisors Blog Uncle Sam's taxes going up in 2025! View Publication
Web Article Spring Tax Advisors Blog Understanding IRS Tax Notices: What They Are and How to Handle Them View Publication
Web Article Spring Tax Advisors Blog & Linkedin Tax-Saving Strategies for Small Businesses View Publication
Speaking Engagement Youtube & Spotify Veterans Air - Death, Taxes and the new VA Disability Rates View Publication
Speaking Engagement Youtube & Spotify Stephen Zogal & Doug Thomson with ATR Tax Advisors - Veterans Air View Publication

Videos & Photos

Stephen Zogal photo 1 Photo
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Stephen Zogal photo 3 Photo
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Stephen Zogal photo 5 Photo