Bq Tax And Accounting Ltd Formerly Whisler Bookkeeping And Tax Services

BQ stands for Beckley & Quirini, a Cobleskill, New York firm that also keeps this California office, formerly Whisler Bookkeeping and Tax Services. Fred Stein, a CPA and Enrolled Agent, has led the team since 2007 and works both coasts; the practice holds memberships in the California Society of Enrolled Agents, the New York State Society of Enrolled Agents and the national association. Much of the staff carries the EA credential. Tioni Kala Croote runs daily operations, Kathy Morgan is admitted to practice before the US Tax Court, and Christina Ryan came to tax work from managing a greenhouse nursery. Payroll is its own department, headed by Misty Green.

Beyond returns and planning, a good deal of the work is IRS trouble — liens, levies, wage garnishment, unfiled returns, offers in compromise and innocent spouse relief. Sales and use tax, business valuation, part-time CFO work and nonprofit accounting are also handled, alongside QuickBooks setup, training and cleanup. Clients exchange documents through a Citrix ShareFile portal.