About Our Firm
AccuVisors has been providing quality, personalized financial guidance to local individuals and businesses. AccuVisors; expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. In addition, AccuVisors' resolution branch, the Tax Resolution Institute is among the Nation's leading tax resolution firms providing clients with favorable results backed by over 25 years of experience.
AccuVisors provides a level of quality and service that is among the best in the United States. By combining our expertise with the experience and the "team" mind-set of our staff, we assure that every client receives the precise analysis and intimate attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base not only returns but increases year after year.
AccuVisors' mission is to help our clients maintain financial viability in the present, while taking a proactive approach to attain future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. AccuVisors is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the greater Los Angeles business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Southern California. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose AccuVisors receive competent and timely advice.
Jo Barsa, CPA
Jo Barsa’s San Diego based location specializes in providing outsourced accounting, bookkeeping and tax services to start up companies as well as other small to medium sized businesses.
In addition, Ms. Barsa, having been trained by Peter Stephan himself specializes in tax resolution. Jo has been recognized for her leadership by the San Diego Business Journal for the Women Who Mean Business (nominated in 2005, 2006, 2007 and 2009), Top 100 Woman Owned Businesses (ranked 34, 35, 36 and 37 respectively from 2005-2008), and was a finalist for the Most Admired CEO award in 2007.
accounting software value-added reseller, Ms. Barsa assists companies in evaluating their needs and selecting the appropriate financial software for their company. With years of experience as a CPA and business owner, Ms. Barsa focuses both on the present and future needs and goals of client organizations.
Prior to launching her companies, she worked in the audit department of the San Diego office of Ernst & Young and she is a member of the Ernst & Young Alumni Association. A member of All-Cities Network and Vistage International, Ms. Barsa also is the treasurer of San Diego Business Resources. A member of the American Institute of Certified Public Accountants and the California Society of CPAs, Ms. Barsa earned her Bachelors of Science degree in Accounting from San Diego State University in 1983.
Peter Y. Stephan, CPA
Peter Y. Stephan's early research into the tax codes led him to specialize in IRS practices and procedures, in particular in the area of collections which lead him to build his practice to include tax resolution services. Mr. Stephan built his firm with a highly specialized blend of skills in accounting, taxation and business consulting for small & middle-sized companies across a broad spectrum of industries.
Mr. Stephan is frequently retained by other CPAS and Attorneys to perform forensic accounting and litigation support, including expert witness services relating to various accounting, fraud and tax compliance matters. Mr. Stephan is approved by the State Bar of California, California Board of Accountancy and the Internal Revenue Service to provide continuing professional education to Attorneys, Certified Public Accountants and Enrolled Agents in the area of tax resolution.
Peter authored several tax resolution manuals to provide fellow professionals with a one of a kind guide to resolving all tax resolution issues, including The Ultimate Guide to Tax Resolution. As a professional speaker Mr. Stephan frequently appears on business and public service programs, radio, television, and print on a variety of accounting and tax topics. He is a graduate of Fordham University and is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Matthew Cohen, CPA
Matthew Cohen is a Certified Public Accountant. Matthew attended the University of California at San Diego where he graduated with a degree in Economics. Mr. Cohen came to the Tax Resolution Institute having managed a successful company for over 15 years. By improving vendor contractual relationships and generating new development projects, he was able to consistently increase company sales year-over-year.
As a moderator of the All Cities Network’s Downtown Business and Finance meeting and the past President of the San Fernando Valley branch of Business Builders, Mr. Cohen continues to use his networking skills as a valuable business tool to gain new clients. His extensive knowledge in the areas of business logistics and development and strategic planning bring a valuable asset to the Tax Resolution Institute.
Charles Tabachnick, CPA
With a background in tax planning and estate management, Chuck Tabachnick is a CPA at AccuVisors He attended Loyola University of Los Angeles, graduating with a degree in Accounting. After graduating, Chuck began working at his family's firm which was founded in 1950, where he stayed until his father retired in 2007. A member of the California Society of Certified Public Accountants, Mr. Tabachnick has done extensive Estate Tax work in cooperation with Estate Planning and Trust Attorney partners. He brings over 30 years of tax expertise to his tax resolution work.
Norman J. Kreisman, Esq.
Senior Tax Attorney, of Counsel
An expert on Chapter 7, 11, and 13 Debtor and Creditor Representation while specializing in the discharging of Federal and State taxes, Norman J. Kreisman leads the team of tax attorneys at SST CPAS, INC. After receiving his BS at Arizona State University, Mr. Kreisman moved to Los Angeles and worked as a UCLA accredited paralegal before attending law school. While receiving his JD at Loyola Law School, Mr. Kreisman worked as a paralegal at Gibson, Dunn & Crutcher in Los Angeles. After graduating in 1991, Mr. Kreisman pioneered the use of computer-assisted litigation while working as a Contract Attorney at Christensen, White, Miller, Fink & Jacobs in Los Angeles. Developing a method of analyzing the dischargeability of tax debts in potential bankruptcy cases, Mr. Kreisman became the lead Bankruptcy Attorney at the Tax Consulting Group in Los Angeles. He also created standardized Motions for Adversary Proceedings and Contested Matters, helping other lawyers at the firm to execute plans for their cases. Forming an independent practice, Mr. Kreisman represented both debtors and creditors. With a history of successful execution, Mr. Kreisman helps to identify and clarify legal issues for his clients. A seminar speaker on discharging taxes in bankruptcy, he has been admitted to practice before the U. S. tax court and Ninth Circuit Court of Appeals. As the leader of the SST CPAS, INC legal team, Mr. Kreisman is an invaluable resource, both for his ability to communicate effectively with clients and his extensive experience working with the IRS and state taxation agencies.
- 12520 High Bluff Drive, Suite 240
- San Diego, CA 92130
- Telephone: (858) 345-5720 (San Diego)
- Email: email@example.com