Our Experienced Staff Providing High Quality, Professional, and Reliable Tax and Financial Services to Clients Since 1990
At Steven G. Frazer and Company we've formed a team of professionals whose diverse talents and expertise give us the capability of successfully addressing a variety of financial needs. Whether you're an individual who needs assistance with tax planning and tax preparation or a small business with bookkeeping or payroll needs, our staff has the technical expertise and training to help. Read through the bios below to get to know us better.
Steven G. Frazer, Owner, Enrolled Agent
Steve Frazer has over 29 years of experience in the Income Tax and Business Consultation field. He holds a B.S. degree in Business Administration/Accounting and a Masters in Accounting/Taxation from San Diego State University. He is a member of the National Association of Enrolled Agents and the California Society of Enrolled Agents.
After working several years for Peat, Marwick and Mitchell in San Diego, Steve transferred his family and his career to Yucca Valley and opened his own business in August of 1990. Since then he has assisted individuals and businesses in the Morongo Basin in a variety of areas, including business consulting, wealth management, tax planning and preparation and a variety of small business needs.Steve Frazer opened his business in Yucca Valley in 1990. Since then he has assisted individuals and businesses in the Morongo Basin in a variety of tax preparation and small business needs.
As an Enrolled Agent, Steve has earned the privilege of representing his clients before the Internal Revenue Service and is committed to maintaining the highest ethical standards possible when working with your sensitive financial information.
Steve has built his business and staff to ensure you'll receive dependable service based on technical training and many years of experience, as well as a people-friendly approach that makes your experience with us a pleasant one.
Shelly L. Abbott, Tax Consultant, Enrolled Agent
Shelly Abbott has been serving clients at Steven G. Frazer and Company since 1995. Shelly earned a degree in Business Administration and Finance from California State University, San Bernardino in 1994, and her Enrolled Agent designation from the Department of the Treasury in 2012. As an expert tax professional with over 15 years of experience, Shelly devotes most of her time helping our clients with their tax planning and preparation needs. Her years of experience and on-going tax education enable her to solve the most complex tax issues and disputes. In addition to taxes, Shelly provides bookkeeping and payroll services to many of our small business clients in the High Desert and Morongo Basin.
Traci L. Chatwin, Office Manager, Full Charge Bookkeeper
Traci Chatwin has been an integral part of Steven G. Frazer and Company and a Yucca Valley resident since 1997. She is a Registered Tax Preparer with the State of California, a full charge bookkeeper, and a licensed Notary Public. Traci is also our office manager and staff supervisor. She divides her time between working with clients on tax planning and preparation, providing bookkeeping services for various entities such as S Corporations, LLC, and sole proprietors, and managing the daily operations in the office. Traci is involved in all aspects of our business and is especially focused on coordinating schedules, ensuring all deadlines are met, and providing the highest quality control for our clients.
Lydia Williams, Administrative Assistant, Payroll Specialist
Lydia Williams moved to Yucca Valley in 2008 and immediately began her career at Steven G. Frazer and Company, bringing her many years of experience in payroll services to our clients in Yucca Valley. In addition to handling our clients' payroll needs, Lydia most likely will be the first one you talk to when you call the office. If you're a new client with questions about our services, or a current client who wants to schedule an appointment, Lydia is here to help. She has her pulse on all of our business and tax services and will make sure you speak to the right person on our staff to address your needs.
Sheree Munson, Bookkeeper, Office Assistant
Sheree joined our team in 2012, having had 5 years' prior experience in bookkeeping. Her training and attention to detail ensure that our small business clients receive timely and exact bookkeeping service in all areas. In addition, Sheree supports our team in a variety of other aspects of the business, including answering calls and assisting clients in filing their completed tax forms.