Steve Berlin has been practicing accounting since 1978 and became an enrolled agent in 1984. Before joining Sandler, Powell, Jacobs & Berlin, CPAs, Steve worked with his father’s CPA practice. That firm merged with Sandler, Powell and Jacobs in 1994.
As well as providing business and individual tax services, Steve specializes in the areas of estate and trust taxation, tax planning, audit defense, and business consulting. He is recognized for his expertise in the fields of estate and trusts and regularly receives referrals from lawyers and insurance agents. Steve’s tenacity in defending his clients in IRS and California Franchise Tax Board audits have frequently resulted in no additional amounts owed to the government. He takes pride in the personalized service he provides to his clients, some of whom started as clients of his father’s firm in the 1950s.
Steve holds a Bachelor of Business Administration degree. He also obtained a Master of Science in Taxation degree from California State University, Northridge. He is an active member of the California Society of Enrolled Agents, the National Society of Enrolled Agents, and the Woodland Hills Tax & Estate Planning Council.