IRS Enrolled Agent · Temecula, CA · All 50 States
Keep More of What You Earn With Smart Tax Strategy
Strategic tax planning and preparation for real estate investors and small business owners — from an Enrolled Agent who has flipped hundreds of properties herself.
- Free initial consultation
- Flat-fee pricing
- Year-round access
Samera Harvey
Enrolled Agent
Founder · Tax Strategist · Real Estate Investor
Your money, keptStrategy at work
“Entrepreneurs focus on making money. Very few build a strategy to keep it. That’s the gap we close.”
20+
Years in tax & accounting
100s
Properties personally flipped
2,000+
Investors educated
50
States served virtually
What We Do
Tax Services Built Around Strategy
Every service we offer starts with the same question: how do we legally lower your lifetime tax bill — not just file this year's forms?
Tax Planning
Stop overpaying the IRS. Start planning like the wealthy do.
Learn moreTax Preparation
Tax returns prepared by a strategist — not a seasonal storefront.
Learn moreReal Estate Investor Tax
Tax strategy from an advisor who has actually flipped the houses.
Learn moreSmall Business Tax
Keep more of what your business earns.
Learn moreIRS Representation
An IRS letter is not a verdict. Get licensed representation in your corner.
Learn moreEntity Structuring
The right entity is a tax strategy. The wrong one is a yearly tax.
Learn moreWhy Simply Smart
Advice From Someone Who Has Lived Both Sides
Samera Harvey, EA
Enrolled Agent · Founder · Real Estate Investor
Most tax professionals learned real estate and business taxation from a textbook. Samera Harvey, EA learned it by doing it — starting in public accounting with high-net-worth families and multi-state entities, then co-founding real estate investment companies, renovating and reselling hundreds of properties, and educating more than 2,000 aspiring investors.
What she saw over and over: entrepreneurs focus on making money, but very few build a tax strategy alongside it. Simply Smart Tax Advisors exists to close that gap — helping you keep more of what you earn and make smarter decisions as you grow.
IRS Enrolled Agent
The IRS's highest credential — unlimited representation rights in all 50 states.
Strategy-First Approach
Written plans quantified in dollars saved, implemented and monitored year-round.
Real Estate Native
Cost seg, STR loophole, 1031s, REPS — implemented with audit-ready documentation.
Boutique by Design
A deliberately small client list. You work with your strategist — not a rotating staff.
Who We Serve
Built for People With Moving Parts
Real Estate Investors
- Long-term & short-term rentals
- Fix-and-flip & BRRRR operators
- Syndication LPs and GPs
- Out-of-state & multi-state portfolios
Small Business Owners
- Consultants, agencies & contractors
- Medical & professional practices
- E-commerce and online businesses
- S corps, LLCs & partnerships
Taxpayers Facing the IRS
- IRS letters & CP2000 notices
- Audits & examinations
- Back taxes & unfiled returns
- Payment plans & settlements
Tax Insights
Learn the Strategies Before You Need Them
CP2000 Notice: How to Review and Respond
A CP2000 is an automated underreporter proposal—not a bill and not a traditional audit. Compare every item before you agree, disagree, or amend anything.
Read article Multistate Taxes8 min readCredit for Taxes Paid to Another State
The resident credit can reduce overlapping state income tax, but it is limited by income category, source, qualifying tax, and the resident state's own tax on that income.
Read article Multistate Taxes9 min readDomicile vs. Residency for State Income Taxes
Owning a house or changing a driver's license does not settle state residency. Domicile, physical presence, and statutory tests can create overlapping claims.
Read articleService Areas
Local Roots in Temecula. Virtual Service Nationwide.
Meet locally in the Temecula Valley or work virtually from any state. Samera Harvey, EA has nationwide federal practice rights before the IRS; state-specific scope is confirmed for each engagement.
Frequently Asked Questions
What does a tax advisor do that a tax preparer doesn't?
A tax preparer records what already happened and files accurate returns. A tax advisor works with you year-round — structuring your business, timing income, and implementing strategies like S corp elections or cost segregation before deadlines pass. Simply Smart Tax Advisors does both: strategy first, then preparation that captures it.
Do you only serve Temecula, California?
No. We're headquartered in Temecula and serve Riverside and San Diego Counties locally, while working with clients nationwide through secure video meetings and an encrypted document portal. As an IRS Enrolled Agent, Samera Harvey has unlimited federal practice rights before the IRS nationwide; state-specific scope is confirmed by jurisdiction.
Who do you work with best?
Real estate investors (rentals, short-term rentals, flips, syndications) and small business owners netting $75K+ — the two groups where proactive strategy delivers the largest, most repeatable savings. We also represent taxpayers facing IRS letters, audits, and back-tax issues.
How much does a consultation cost?
Your initial consultation is free. We'll review your situation, identify the strategies you're likely missing, and quote flat-fee pricing for any engagement — no hourly surprises, no pressure.
What is an Enrolled Agent (EA)?
An Enrolled Agent is the highest credential the IRS awards, earned by passing a rigorous three-part federal exam on taxation and maintained with annual continuing education. EAs hold unlimited rights to represent taxpayers before the IRS in every state — the same representation rights as CPAs and tax attorneys, with a license focused 100% on tax.
Get In Touch
Request a Call Back
Tell us a little about your situation and we'll reach out within one business day. Prefer to talk now? Call (619) 678-1689 or book a consultation directly.
Temecula, CA — Riverside & San Diego Counties + nationwide
Monday–Friday, 10 AM – 5 PM PT
Ready to Stop Overpaying the IRS?
Book a free consultation with Enrolled Agent Samera Harvey and find out exactly what a proactive tax strategy would save you.