When my mom passed suddenly Steve helped me through a very rough time. I had no clue how to approach the mountain of tax paperwork with her estate. Steve was patient and answered all my questions and explained everything. I would recommend him to my friends without hesitation. He's honest and considerate.

P.M. Dicus 

As many of you know, professional people (doctors, lawyers, architects, engineers, etc.) are great at what they do.  However, most are quite lousy at running a business.  I must admit I fell into this category.  That's why we look to have competent, reliable, trustworthy and dedicated individuals to help us succeed in running our businesses. 

Several years ago I tried to do this myself and found that I knew nothing.  More importantly I didn't have the time or inclination to want to learn how to do "the books."  As my father always told me "you can't beat a man at his own game."  That's when I met Steve Perry at a business networking meeting.  Of course I was a little skeptical because I was trusting someone I barely knew to save me from disaster.  But he proved himself from day one.  Bottom line is he got me straightened out, up to date and saved me a TON of money in the process. 

If you are searching for that one person who can make a difference in your business life, give Steve Perry a call.  I have recommended him to several people over the years and he has helped them as much as he did me.  Get in touch with him now, you won't be disappointed. 

Ron Cholfin, DC

DC Chiro-Wheels

Every business entrepreneur has a number of areas in which they excel.  I have built a successful business over the past several years and a significant part of that growth is due to my ability to focus on what I do best, leaving other things to subject matter experts.  I am not remotely interested in taxes.  Tax planning and preparation are something I do not do.  Fortunately, I have had a wonderful partner in Steve Perry of Books, Taxes & More, LLC.  He is the one person I trust to advise me on all tax matters.

Over the past several years, Steve has guided my company on a myriad of tax issues.  He has consistently helped me document and prepare returns to minimize my tax liability.  He spends as much time as needed to be sure he gets every possible expense. He works magic on my receipts and records extracting every possible tax deduction while minimizing any audit risk.  It is so comforting to know that, if I am audited, I can rest assured that Steve will represent me before the IRS and will fight for me with every resource possible. 

Steve is a great listener, a great accountant and a phenomenal tax practitioner.  You cannot go wrong working with Steve.  He epitomizes client care.

Stevee Ashlock

Stony Brook Productions

When I met Steve Perry of Books, Taxes & More, LLC in May, I had been without accounting services for five months.  In that time, he has helped me bring my business back into compliance with all levels of government.  He has worked with county, state and Federal agencies to make Auto Radio compliant with all regulations.

Steve dealt with the Internal Revenue Service forestalling collection efforts.  He brought payroll into compliance at both the state and federal level.  He helped us get our sales tax system working.  He rebuilt our accounting systems.  He even went out of his way to help us meet certain licensing requirements.

He continues to monitor all systems and takes a great deal of administrative load off of my shoulders.  He is my CFO, HR and confidant. Steve is the entrepreneur’s friend.  He understands how small businesses work and all the challenges that they face in the areas of taxes, payroll, accounting and regulation.  He is the person to call to free the business owner to do what he does

William “Bill” Head

President / CEO
Automotive Alarm Distributors, Inc.
DBA Auto Radio

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