"Keep a Step Ahead!"

The Team

Screen Shot 2021 01 06 at 4.01.51 PM

 

Bonnie Miller, EA  Owner

Bonnie and her husband Lew have lived in Morongo Valley since 1982. These days, Bonnie's world revolves around her five grandchildren. Both sons Kyle (wife Dani) and Sean (wife Kim) now live locally giving Bonnie and Lew ample opportunity to enjoy family time together.

Lisa Coleman, EA  Tax Preparer

Lisa has been with Taxes by Bonnie since 2004. Lisa earned her enrolled agent in 1994 and managed several H&R Block offices in the LA area. Bonnie and Lisa met in kindergarten and have been best friends ever since.

Julie Stanifer  Payroll Processor / Bookkeeper

Julie started with Taxes by Bonnie in 2001 and handles all payroll, 1099 processing and bookkeeping. Julie and husband Dan have two grown children and enjoy hiking in the mountains of Idaho.

Gayle Clair  Office Manager

Gayle worked with Bonnie since 1991 and at Taxes by Bonnie since 1999. Historically, Gayle was the first person you met at Taxes by Bonnie where she managed the phones, appointments and payroll processing. In 2015, Gayle semi-retired and now works only during tax season.

Kim Miller  Office Assistant

Since COVID-19 has changed the way the world does business, Kim will be working with us part time, facilitating all the new changes at Taxes by Bonnie.

Kim is married to Bonnie’s younger son, Sean, and together they have four children: Evie (6), Shiloh (4), June (2) and newborn baby Lumen.

 


 

Past Employees

Annie Rowell

Annie started working part time at Taxes by Bonnie in 2009, while attending Masters college where she earned her degree in business. Annie and her new husband Harrison were married in January 2021, and have since moved out of California. We wish Annie well as she starts this new adventure! 

What is an enrolled agent? 

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Services

Tax Preparation

  • Tax Consultation
  • Electronic Filing for Individuals and Small Businesses

Bookkeeping Services

  • Check Writing
  • Sales Tax Preparation
  • QuickBooks Consulting

Payroll Services

  • Direct Deposit
  • Electronic Tax Deposit

Contact Us

Scroll Up