Gregory H. Steinbis, EA, CPA

An Enrolled Agent, Certified Public Accountant, Financial Advisor with connections

Gregory H. Steinbis, EA, CPA

 

  • Enrolled Agent
  • Certified Public Accountant
  • National Tax Practice Institute graduate
  • Series 6, 63 and 65 Securities Licenses
  • Former President, National Association of Enrolled Agents
  • Former appointee to the IRS Advisory Council
  • Testified before the U.S. Senate Committee on Finance
  • Testified before the U.S. House of Representatives
    Oversight Subcommittee
  • Attended signing of IRS reform act by President Clinton
    at the White House

 

Before creating the firm in 1983, Greg worked in a variety of industries, including high tech and lumber. While working in a CPA office he discovered his passion for helping others resolve their financial issues and gain financial stability.

This drove him to become an Enrolled Agent in 1985 and a Certified Public Accountant in 1993. Through his interest in the various aspects of tax legislation, Greg became an active member and past President of the National Association of Enrolled Agents (NAEA).

To further his tax expertise Greg became a Fellow of the National Tax Practice Institute (NTPI) - a three-week course taught by ex-IRS employees that provides tax practitioners the latest information and strategies for representing their clients.

Greg has testified on tax policy and legislation at the United States Senate Finance Committee and the House Ways and Means Committee. His tax legislation experiences include attending President Clinton’s White House signing of the IRS Reform and Restructuring Act.

In 2001 he was appointed by the IRS to its Internal Revenue Service Advisory Council (IRSAC) for a three-year term. This volunteer counsel is made up of 22 individuals from across the nation who assist and advise the IRS, primarily its Commissioner, on tax administration issues. Participation provides a unique insight to the inner workings of the IRS - an opportunity to learn first-hand what our taxing authorities are planning and the reasoning for their actions.

Through his time served on IRSAC, his NTPI education and his ongoing relationship with the NAEA, Greg is uniquely qualified to assist clients in resolving complex tax issues.

In September 2011, Greg appeared on web TV with other industry experts and IRS representatives in Tax Talk Today's monthly webcast. The program, Individuals: Complex Tax Issues Reviewed, provides an overview of the key issues affecting tax returns filed by individuals who face more complex tax issues as a result of their activities apart from employment.

While providing tax guidance to his clients, Greg recognized the value of linking wealth management with tax solutions. In 1999 he became a Registered Representative with Cetera Financial Specialists LLC and Investment Adviser Representative with Cetera Investment Advisers LLC.

As a Financial Advisor, each year Greg attends over 20 hours of continuing education in wealth accumulation, retirement planning and insurance protection. He has participated in 2-day workshops focusing on fee-based investing. Greg attends the annual Cetera Financial Specialists convention where he has an opportunity to hear about industry trends and strategies from professional investment speakers such as Stuart Varney from FOX News Channel's business team and Ed Slott, the IRA expert. At the convention he also meets with representatives from various annuity, insurance and mutual fund companies.

Greg contacts his wealth management clients regularly to review their portfolios, discuss any risk management changes, make recommendations and manage expectations.

By incorporating wealth management into the firm’s services, Greg has recognized his goal of helping clients in every aspect of their financial life.

Greg has lived in the Santa Clara Valley since 1972. When possible, he enjoys traveling and collecting model trains.

Enrolled Agents (EAs) are professional tax practitioners who have demonstrated to the U.S. Treasury Department technical competence in tax matters and are empowered by the IRS to conduct tax representation work.