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Karen Stevenson

schedule a free consultation

I'm dedicated to excellence, integrity, and prompt response to all your tax needs.

credentials

contact

+1(847) 337-0794
ktm.stevenson@yahoo.com

2413 W. Algonquin Rd., Ste. 239

Algonquin IL 60102

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bio

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I specialize in tax returns for individuals and small businesses, international taxation/expat tax returns, tax planning, and financial elder care. My goal is to provide my clients with the highest level of technical expertise while offering personalized one-on-one service. I am dedicated to excellence, integrity, and prompt response to clients’ needs. It's very satisfying to me to make the tax experience less stressful and more understandable for my clients, as well as to provide them peace of mind that their taxes are done correctly. I remain current on tax law changes by taking a minimum of 30 hours of continuing education annually. Member of NAEA (National Association of Enrolled Agents).

q & a

What characteristics do your favorite clients share?

My favorite clients are from all walks of life, in need of tax help, and happy to be working with me.

Why should a client hire you?

I am thorough, knowledgable, and communicate clearly with my clients about their tax situations. I am ethical in my business dealings, making sure that my clients receive the biggest refund or pay the smallest balance due that is allowed under tax law. I answer my clients' questions until they're satisfied so they are secure in what they're signing and understand what is on their tax returns. My goal is to make the tax process as stress free as possible, and to give them peace of mind that their returns are prepared correctly.

Describe a time where you went beyond expectations when working with a client.

One of my clients had fallen three years behind on filing her tax returns and could no longer find any tax documents. The accountant she'd worked with for years wouldn't help her. I filed a power of attorney for her so I could access her tax documents through the IRS, and I went through the transcripts, pulling off information, calling her as many times as was needed to get the answers and information so I could finish her returns and stop the penalties and interest that the IRS was adding to her tax bill. I was committed to seeing this all the way through, and her tax returns are in order now and she has peace of mind that it's completed.

What single project or task would you consider your most significant accomplishment in your career to date?

The IRS made a very consequential mistake when my client had to mail in two back tax returns. His tax account was then frozen, but he needed his tax returns to be processed so he could gain security clearance for a job overseas. I worked for weeks to resolve the IRS mistake with the IRS. I felt triumphant the day he called to tell me he had received his refund check, and that his security clearance would now be processed.

education

American University, Washington, DC

Master of International Business

1987

University of Nebraska-Lincoln

Bachelor of Business Administration

1984

experience

Intuit

Tax Advisor
Algonquin, IL

10/2011 - 04/2013

Fairfax County, Dept of Financial Services

Financial Analyst
Fairfax, VA

04/1988 - 05/1992

associations

National Association of Enrolled Agents

Member since 2007

American Society of Notaries

Member since 2014

exams

Enrolled Agent

2007

business info

Stevenson Tax and Accounting, Inc.

Knowledgeable, experienced, professional, and ethical in all I do.

www.karenmstevenson-ea.com

Established 2003

I prepare all types of tax returns for individuals, small business owners, and Americans working abroad, as well as financial elder care for yourself or loved ones in your life. I strive to provide my clients with proactive tax and financial strategies in a timely and responsive manner, and to be in constant pursuit of knowledge for the benefit of my clients. I take a minimum of 30 hours of continuing education each year. I am professional, experienced and knowledgeable. I uphold the highest ethical standards in all I do. I endeavor to develop close working relationships with each of my clients, earning their trust with personal and professional attention to their needs. I am open year-round for questions or tax needs that arise.

hours of operation

Sunday closed
Monday 09:00 AM - 08:00 PM
Tuesday 09:00 AM - 08:00 PM
Wednesday 09:00 AM - 08:00 PM
Thursday 09:00 AM - 05:00 PM
Friday 09:00 AM - 06:00 PM
Saturday 09:00 AM - 08:00 PM

travel

My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation


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