THE OFFICIAL
ONLY FROM REDWOOD MEDIA
Hover over a menu item to access other pages
A RATING
Steve Perry
When the IRS comes calling, most people don’t just feel stressed, they feel cornered. For Steve Perry, that moment of panic is exactly where his work begins. As principal of Books, Taxes & More, he has built a reputation as the person clients turn to when the situation feels overwhelming, the numbers don’t make sense, and the advice they’ve received so far hasn’t solved anything.
With more than a decade of experience as an enrolled agent, Steve operates with a singular focus: uncover the truth of a taxpayer’s situation and resolve it in the most effective way possible. He runs every aspect of his firm himself, making the decisions, doing the work, and guiding each case from start to finish. That hands-on approach is intentional. For Steve, there’s no substitute for being directly involved when someone’s financial stability is on the line.
What sets Steve apart is not just his technical expertise, but his refusal to accept easy answers. He regularly encounters clients who have been told to settle for quick fixes, like defaulting to installment agreements, without fully understanding their options. Steve challenges that thinking. He digs deeper, analyzing income, liabilities, and the full scope of each case to determine what is actually fair and achievable. His goal is not just compliance, but resolution—getting the IRS or state authorities off his client’s back in a way that makes sense for their real-life circumstances.
Steve’s work often begins with reassurance. Clients come to him convinced they’re facing impossible debts, sometimes larger than their annual income. Steve’s first job is to stabilize the situation, then methodically break it down. From there, he builds a strategy designed to protect the client while addressing what is legitimately owed. It’s a process that requires persistence, especially when dealing with agencies like the IRS or state departments of revenue in places like California and New York, where he is authorized to represent clients.
One case involved a single mother running a small restaurant who had fallen behind on sales taxes after receiving poor guidance. The state placed her on a payment plan that simply wasn’t feasible. Over five months, Steve worked his way up through layers of bureaucracy, ultimately securing a significantly reduced payment that allowed her to keep her business, and her livelihood, intact. For him, that outcome goes beyond numbers; it’s about preserving stability for families who might otherwise lose everything.
Since founding his firm in 2013, Steve has helped clients save more than $2 million in taxes, interest, and penalties, while also preventing home seizures and financial collapse. His credentials, including a Master of Science in accounting and designation as a Certified Tax Resolution Consultant, reinforce his expertise, but it’s his mindset that defines his work.
At its core, Steve’s approach is simple: when there’s a problem, find the truth, build the right strategy, and resolve it. For clients facing the most difficult financial moments of their lives, that clarity can make all the difference.
Steve Perry
Principal
Books, Taxes & More
Website: www.bookstaxesatl.com
LinkedIn: www.linkedin.com/in/steveperrybtm