Our Experienced Staff Providing High Quality, Professional, and Reliable Tax and Financial Services to Clients Since 1990
At Abbott & Company we have 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.
Shelly L. Abbott, Owner, Tax Consultant, Enrolled Agent
Shelly Abbott has been serving clients at Abbott & 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 20 years of experience, Shelly devotes most of her time helping our clients with their tax preparation and planning 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.
Steven G. Frazer, Enrolled Agent
Steve Frazer has over 30 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.
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 will ensure you 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.
Sheree Munson, Administrative Assistant, Bookkeeper, Office Manager
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.
Breanna Brown, Administrative Assistant, Payroll Specialist
Breanna joined our team in 2016, moving here locally from Arizona. In addition to handling our clients' payroll needs, Breanna most likely will be the first one you talk to when you call the office. If you are a new client with questions about our services, or a current client who wants to schedule an appointment, Breanna 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.