Alan Steeples
Tax Practice Manager
CPA
Contact Alan
Team Office
Alan’s Locations
El Cerrito, CA 94530 (510) 235-1044
About Alan
A Certified Public Accountant (CPA) with more than two decades of accounting experience, Alan is a seasoned financial sector veteran.
As you would expect, given the length and quality of his career thus far, Alan’s expertise is as broad as it is impressive. His specialties include:
- Small Business Strategic Tax Planning
- Income Tax Minimization Strategies
- Accounting Optimization
- IRS Representation
- Changes in Federal Tax Law
- Complex Tax Scenarios
- Business Sale or Succession Planning
- Income Tax Preparation
- Accounting & Payroll Optimization
Alan brings a proactive, integrative approach to his role of Tax Practice Manager at WEG, having joined us through the Napa Valley Wealth Management acquisition in 2022.
Services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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