01
Families
Tax prep that fits your life, not the other way around.
- Tax preparation
- Life‑event planning
- College & 529 strategy
- Charitable giving
Diamond Bar, California · Serving clients nationwide
What if your tax return became the least important part of your financial strategy?
Uehle Tax Services helps individuals, retirees, families, and business owners reduce tax liability, navigate IRS complexity, and make confident financial decisions through proactive year‑round planning and trusted relationships.
- 25+ yrs
- Advisory experience
- EA
- Enrolled to practice before the IRS
- Year‑round
- Not just tax season
- Boutique
- Personal, not transactional
Uehle Tax Services LLC
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Ronald Uehle
Enrolled Agent · Founder
Federally licensed to represent taxpayers before every administrative level of the Internal Revenue Service.
Meet Ronald Uehle, EA
A trusted advisor for the long, quiet middle of financial life.
Ronald built Uehle Tax Services because tax work, done well, is about far more than a return. It is about knowing a family, a business, a season of life — and helping people make decisions they will feel good about years later.
As an Enrolled Agent, Ronald is federally licensed to represent taxpayers before the IRS at every administrative level. Clients rely on him not only for accurate preparation, but for the calm, plain‑language guidance that turns a notice, a windfall, or a life change into a plan.
His philosophy is simple: fewer clients, deeper relationships, honest advice, and steady contact throughout the year — not just at filing time. Many of the families and business owners Ronald serves today have been with the firm for more than a decade.
Credentials
Enrolled Agent (EA), U.S. Treasury
Practice
Diamond Bar, CA · Nationwide via secure portal
Focus
Planning, preparation, IRS representation
Approach
Long‑term, proactive, plain‑spoken
The Uehle Difference
Taxes change every year.Trust shouldn’t.
Tax law is loud. Deadlines shift, brackets move, new credits appear and quietly disappear. Through all of it, clients deserve one steady thing: an advisor who knows their story and answers the phone.
Long‑term guidance
We measure success in decades of client relationships, not filings.
Honest, plain advice
Straight answers in language you can act on — even when the answer is 'wait'.
Responsive year‑round
Reach us before you sign the offer, take the distribution, or accept the job.
Proactive planning
We watch the calendar so you don’t have to. Nothing on your return is a surprise.
Personal relationships
You work with Ronald. Not a rotating cast, not an offshore back‑office.
Financial confidence
Fewer questions kept awake at night. A clearer sense of what’s next.
Who We Help
Four kinds of clients, one standard of care.
Every relationship starts the same way: a real conversation about your life, your goals, and the tax picture behind them. Where you go from there depends on which chapter you’re in.
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Retirees
Keep more of what you’ve worked a lifetime to build.
- Income & withdrawal planning
- Social Security timing
- Roth conversion analysis
- Estate considerations
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Small Business Owners
A steady hand on the books and the plan.
- Business taxes
- Bookkeeping & payroll
- Quarterly strategy
- Owner compensation
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Entrepreneurs
Set the structure right so growth doesn’t cost you twice.
- Entity selection
- Startup accounting
- Growth planning
- Financial organization
Services · organized by outcome
We don’t sell services. We help clients arrive somewhere.
Every engagement answers a plain question: how does this improve your financial future? Below are the four outcomes our work is built around.
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Keep More of What You’ve Earned
Proactive tax strategy — before the return, not after.
- Strategic tax planning
- Personal returns (1040 & schedules)
- Business returns (1120‑S, 1065, Sch. C)
- Tax optimization & bracket management
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Stay Financially Organized
Books you can trust. Payroll that runs itself. Reports you actually read.
- Accounting & bookkeeping
- Payroll
- Financial reporting
- QuickBooks setup & clean‑up
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Solve Tax Problems With Confidence
IRS representation from an Enrolled Agent who has seen the letter before.
- IRS correspondence & notice review
- Representation before the IRS
- Prior‑year returns & catch‑up
- Payment plans & offers
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Plan For Tomorrow
The financial questions behind the tax return — talked through together.
- Business consulting
- Retirement & withdrawal planning
- Year‑round advisory relationship
- Life‑event financial guidance
Client Experience
Working together is simple.
Our onboarding is designed to feel calm, organized, and reassuring — because that’s what the rest of the relationship feels like, too.
- 1
Consultation
A relaxed first conversation about your situation, questions, and goals — no pressure, no clock.
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Document Collection
A secure client portal walks you through exactly what to send. No email attachments, no shoeboxes.
- 3
Tax Review
Ronald personally reviews every return, looking for what most software misses — planning opportunities for next year.
- 4
Recommendations
A plain‑language summary of what changed, what to watch, and what to do differently before December 31.
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Filing
Timely, accurate e‑filing with confirmations and copies delivered to your portal for permanent, secure access.
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Year‑Round Support
Questions welcome any time. Reach out before decisions, not after — that’s the whole point.
Why Clients Stay
A quiet loyalty, earned one honest answer at a time.
We don’t chase testimonials. We’ve simply noticed a pattern in the families and business owners who’ve stayed with the firm for a decade or more.
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Ronald picks up the phone. That alone is worth it.
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He explains things without making me feel small. My CPA before never did that.
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Every April feels quieter than the last. That’s the sign of a good advisor.
Tax Planning Insights
Practical guidance from an Enrolled Agent — all year long.
Retirement
Turning 73? What the RMD rules ask of you now.
A calm walk through required minimum distributions and how to sequence them alongside Social Security.
Read insight →
Small Business
S‑Corp or LLC? The real questions to ask.
Entity structure is a tax question and a life question. A short framework for thinking through both.
Read insight →
IRS Notices
You opened a CP2000. Now what?
Most IRS letters aren’t emergencies. Here is the calm, professional way to respond.
Read insight →
Proudly Serving Our Community
Rooted in Diamond Bar. Working alongside our neighbors across the San Gabriel Valley.
Uehle Tax Services has been part of the Diamond Bar community for years — quietly supporting the small business owners on Diamond Bar Boulevard, the retirees along Grand Avenue, and the families in Walnut, Chino Hills, Rowland Heights, and the surrounding cities.
While our secure client portal lets us serve clients across the country, we remain deeply connected to the people and businesses of the Inland Empire and San Gabriel Valley. That’s the community that raised the firm.
- Diamond Bar
- Walnut
- Chino Hills
- Rowland Heights
- Pomona
- West Covina
- Brea
- La Verne
Let’s begin
Let’s build your financial confidence together.
The first conversation is unhurried, private, and free. Bring your questions — we’ll bring 25+ years of tax experience and an honest opinion.
Ronald Uehle, EA · Uehle Tax Services LLC · Diamond Bar, California