Carlsbad-Tax-Preparation-AlexxChesneyAloha! I’m Alexx Chesney

“I will help you maximize your deductions, to minimize your tax liability within the guidelines of the law.”

My goal is to keep clients compliant with the IRS and California, and any other state returns they must file. I want to help my clients avoid costly fees/penalties, and eliminate the stress of falling behind. And for payroll, I want to make sure that they are also CA EDD (California,Employment Development Department) compliant.

For 17 years, I have enjoyed helping people file their current year’s taxes, resolve tax issues, get organized, and if they haven’t filed prior year taxes, I can get them up to date! I can help remove the fear and stress of not being compliant.

I have helped many clients file multiple years of tax returns and got them compliant. They were so relieved and grateful!

Since starting in the tax preparation industry in 2000, as an office manager, I realized that I wanted to help people. So I opened my tax preparation business right here in Carlsbad, California. I’ve had the pleasure of working with a range of clients – single W2 filers, small businesses, entrepreneurs, a mortgage bank, a multi-million dollar high-end spa, and famous wildlife artist – each having their own needs and special tax and accounting requirements.

Another service I offer, that helps save you valuable time, is to manage your business’s bookkeeping, accounting, payroll, and sales tax. Why would you want to hire my team, when you “could” do it yourself? Because your time IS money! You need to focus on your business and creating revenue. We keep track of it, accurately and timely. In the end, you will save money, by knowing your books are reconciled and completed when you need them to file your taxes. Filing estimated tax payments, payroll reports and liabilities late, will cost you a lot more than utilizing my services. We can also suit your needs, if it’s monthly reconciliations, or even just quarterly.

You know that shoebox full of receipts you have… I can save you the hassle of sorting through it and even turn it into a complete tax refund! I love problem solving!

I am an Enrolled Agent, Tax Professional.  IRS definition is: An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service.  Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Since day one, I have co-shared office space with my colleague Mark Rostratter, EA (aka Homeboy). This allows us to offer you financial services, problem resolution, representation and combined over 45 years of experience all under one roof.

Volunteering-Batiquitos-LagoonSupporting Our Community

My team and I enjoy giving back to our Carlsbad community and especially volunteering. Recently we volunteered at the Annual Kayak and clean up, for the Batiquitos Lagoon Foundation. We went out kayaking on the lagoon, and picked up trash, helping to keep the environment clean and a healthy place for environmental preservation.

Personal Life

I am happily married to Ron Chesney, a Retired Master Gunnery Sergeant, USMC, whom we proudly can say has served 30 years for our country. Ron now works at Lowe’s and loves it.  I have two step kids, Kris & wife Caroline and step daughter Brit. We have a cute rescued dog, (aka fur baby) Kekoa (which in Hawaiian means Warrior, since he was rescued as a puppy from being tied to a tree. It took two surgeries to remove the embedded collar) But today, he is a 2.5 year old love bug. We attend a local church and some of my hobbies include designing and sewing my own clothes, traveling, photography, writing poetry, reading, and working out (at the gym and doing yoga). I proudly support foundations for the protection of animals and foundations for autoimmune disease and lupus.

I also am proud to be the Aloha Ambassador for Henry Kapono, from Hawai‘i. Henry Kapono is a performer who has it all – vocalist, guitarist, songwriter, composer, thrilling performer, audience favorite—and multiple honors and awards, including a Grammy nomination. He has taken home 14 Nā Hōkū Hanohano Awards (Hawaii’s “Grammy”). Check Henry and his music at: