I’m here to help you save and spend smarter.
Books, Taxes & More is a veteran owned accounting firm dedicated to giving business owners the peace of mind that comes from knowing the financial side of their business is being handled. My areas of expertise include bookkeeping, tax preparation and planning, and tax representation. I also consult with new businesses owners on start-up basics like choosing the best business entity, setting up basic accounting systems, and identifying other important business resources like attorneys, insurance brokers, and more.
Tax Returns Filed
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Books, Taxes & More
Caring. Honest. Experienced.
I understand what it takes to run a small business and want you to be successful. I will be fully transparent with you and take the time to explain the details you need to know about keeping your records in compliance, working with the IRS, and how to keep more of your money.
Motivated to save you money.
BTM owner and CEO Steve Perry is passionate about helping businesses be smart with their finances. He will exhaust every legal avenue to help you reduce your tax liability and run your business profitably.
By your side with the IRS.
The vast majority accountants don’t offer tax representation services. Less than 5% of those who are licensed to represent clients actually do. Standing up for you before the IRS and state revenue agencies is a responsibility Steve Perry is proud to accept. As an Enrolled Agent, he knows how to cut through the bureaucracy and red tape and help you protect your interests.
– Steve Perry
Owner / CEO Books, Taxes & More
Steve Perry is a numbers guy. At the age of 12, he had his first checking account—and balanced it every month. He started helping friends with their taxes right out of high school and went on to earn a degree in mathematics from the U.S. Military Academy at West Point. In the Army Steve continued helping his fellow soldiers fill out their tax returns. Since that time, no matter what official job Steve held, people still came to him for help during tax season. Finally, he realized doing taxes was his calling. He went back to school to get his Master’s in Accounting, and that was the start of Books, Taxes & More.
Steve is passionate about helping his clients save money and will exhaust every legal avenue possible to help them reduce their tax liabilities. He invests time in ongoing training and development and actually sits down and reads the IRS tax code. He keeps up to date with best practices in evolving areas of accounting – like cryptocurrency — by attending frequent webinars and seminars.
In 2013, Steve became licensed as an Enrolled Agent by the U.S. Department of Treasury. As an Enrolled Agent, he is able to use his tax expertise to represent clients from across the U.S. in front of the IRS and at the state level in 49 states.
Education & Credentials
Bachelor of Science with a concentration in Mathematics, US Military Academy West Point
Master of Science in Accounting, Grand Canyon University in Phoenix AZ
Licensed as an Enrolled Agent by the U. S. Dept. of Treasury
QuickBooks Certified ProAdvisor
Make your business more profitable today.
Call for a free consultation.
What Clients Say
Saved me from a bigger tax bill
Professional, highly experienced and saved me from getting a bigger tax bill! Gives you the real deal about your situation and follows all guidelines.
~ Juan Mitchell
The only one I trust to handle my taxes
Mr. Perry (no relation) has been my accountant for 3 years and he has been spectacular. Any issues I have had with the IRS, he has resolved them. He’s very professional and I only trust him with handling my taxes. I highly recommended Mr. Perry to anyone looking for personal and business taxes.
I will say this to everyone and anybody that you’re a blessing. Thank you so much for helping and guiding me through this process.
Mom and I are both tearing up over here. You have given me hope and I really appreciate that.