My name is Samera Harvey, and I'm an IRS Enrolled Agent and the founder of Simply Smart Tax Advisors. I have lived both sides of entrepreneurship — building businesses and navigating the tax consequences that come with growth.
I started my career in public accounting, working with high-net-worth families, multi-state entities, and corporate tax structures. Over time, I moved into real estate investing: co-founded investment companies, renovated and resold hundreds of properties, and helped educate more than 2,000 aspiring investors.
What I saw over and over again was this: entrepreneurs focus on making money — but very few build a tax strategy alongside it. They earn aggressively and file passively, donating five figures a year to the IRS out of simple structural neglect.
Simply Smart Tax Advisors is my answer to that gap. As an Enrolled Agent, I help real estate investors and small business owners approach taxes strategically, not reactively. My goal is simple: help you keep more of what you earn and make smarter decisions as you grow.
What We Do
- Federal and multi-state tax preparation — for individuals, S corps, partnerships, and real estate entities
- Proactive tax strategy sessions — focused on entity structuring, profit optimization, and long-term wealth building
- Real estate investor advisory — tax-efficient acquisition, disposition, and financing strategies
- Tax projections and scenario analysis — to minimize surprises and improve cash-flow planning
- IRS representation — in correspondence, audits, and compliance matters as an Enrolled Agent
The Enrolled Agent Credential
"EA" after a name means a federal license issued directly by the U.S. Treasury — earned through a rigorous three-part examination covering individual taxation, business taxation, and representation, maintained with annual continuing education, and carrying unlimited rights to represent taxpayers before the IRS in all 50 states. It is the highest credential the IRS awards, and it is why clients from California to the East Coast work with our firm without ever visiting Temecula.
About the Firm — FAQs
What makes Simply Smart Tax Advisors different from other tax firms?
Lived experience plus federal credentials. Samera Harvey built and sold real estate businesses before becoming a full-time tax strategist — so the advice comes from someone who has made payroll, closed deals, and sat on your side of the table. Combined with the EA credential and a deliberately boutique client list, you get strategy, not just filing.
Is Samera Harvey licensed to help me if I'm not in California?
Yes. The Enrolled Agent credential is issued by the U.S. Treasury and carries unlimited federal practice rights before the IRS nationwide. Tax planning and preparation are available virtually; state-agency representation scope is confirmed by jurisdiction. Distance clients work through encrypted portals and video meetings.
Can I work with the firm year-round, or just at tax time?
Year-round is the point. Most client savings come from decisions made in June and November, not April. Planning clients get scheduled check-ins, quarterly projections, and direct access when decisions come up.
Let's Build Your Tax Strategy
If you're building something and want clarity around your tax strategy — let's connect. The first conversation is free.