Broker Check

Founder Background

Steven Floyd has been in the financial arena for over 35 years and is an experienced author, lecturer and tax strategist. He conducts on a regular basis, presentations on the intricacies of business and real estate acquisition, management and dispossession to investors and real estate professionals. He has also been selected as a featured tax consultant for several real estate groups in the Los Angeles area.

Steven is passionate about the philosophy that “It is every citizen’s right and obligation to pay the least amount tax that is legally possible.” To that end, he has devoted his entire career to educating and guiding his clients to building and maintaining the wealth, that they have worked so hard for.

Majoring in finance and graduating USC in 1982, Steven initially gained his experience in the banking industry. He was a V.P. Commercial Loan Officer, managing a diverse portfolio of small to medium sized businesses. This experience was invaluable, as it taught him the importance of sound managerial techniques. After several years in banking he moved to the private sector as CFO and Controller for a construction and development company, which provided him hands-on experience in the real estate industry. In 1992, Steven started working with other individuals as an equity partner in a variety of industries, which provided him insight on how the entrepreneur thinks and feels.


Realizing his experiences and expertise were centered in business management and real estate, In 1998, he opened his own private financial practice firm that includes: tax planning & preparation, business management, investment advisory services and retirement/ estate planning services. He is an Enrolled Agent (EA), which enables him to prepare personal, corporate, partnership and trust tax returns with in the United States and represent clients in litigation and audits with the IRS. He is also a Certified Quick Books Pro Advisor, Certified Estate Planner (CEP), Registered Investment Advisor (RIA) and Insurance Agent. What distinguishes Steven from other financial professionals is his designation as a Certified Tax Coach (CTC), an elite group of professionals who focus is on helping businesses and individuals save tax dollars.

Away from the office, Steven is actively involved in various charitable organizations and is a member or the American Society of Tax Problem Solvers, the National Association of Tax Prepares and the California Society of Enrolled Agents. He enjoys golf, traveling and has been married to his wife Adrienne for 12 years.

You can reach Steven at (310) 540-6197 or email at However, in today’s virtual world he is also available on Skype and conducts meeting via the latest conferencing software.