Your taxes.
Your goals.
Personal attention.
One-on-one service
with Karen Locke.
we stay with you until it’s resolved.
Your tax professional.
for individuals and small businesses.
Karen Locke
As an enrolled agent, Karen can represent individuals and businesses with any tax matter regardless of where they are in the United States. She has passed a three-part, comprehensive IRS test covering individual and business tax returns. Enrolled agent is the highest credential awarded by the IRS, and she is required to complete rigorous continuing education courses to maintain this status.
- Has over 20 years of experience preparing and filing tax returns.
- Has over 20 years of experience in business bookkeeping and Quickbooks accounting.
- Karen is an Enrolled Agent with the Internal Revenue Service.
Services We Offer
Tax Services
Tax preparation and planning for individuals and small businesses, with personal attention to your circumstances. We help you identify eligible deductions and credits, understand your tax obligations, and plan ahead to avoid surprises. As an Enrolled Agent, Karen can also represent taxpayers before the IRS to address notices and other tax matters.
Business Services
From starting a new venture to managing an established business, we help you make informed financial decisions. Our services include guidance on business structure and its tax implications, bookkeeping, and ongoing accounting support. We take time to understand your business so you can stay organized, meet your obligations, and prepare for what comes next.
Personal Services
Financial planning starts with understanding what matters to you. We help individuals and families plan for retirement, save for college, explore investment goals, and consider ways to protect their assets. Whether you are navigating a life change or preparing for the future, our personalized approach connects your financial decisions with your priorities.
Quickbooks & Bookkeeping
Keep your financial records organized, accurate, and useful throughout the year. We provide bookkeeping and QuickBooks support to help you track income and expenses, understand your business’s financial position, and prepare for tax time. Payroll and sales tax assistance are also available, giving you dependable support for essential business responsibilities.
20 +
Years Of Experience
The Tax House Difference
Personal Attention
You work directly with Karen, who takes time to understand your circumstances, answer your questions, and explain your options. Whether you need help with personal taxes or business finances, your concerns receive individual attention.
Experience You Can Rely On
With more than 20 years of experience in tax preparation and bookkeeping, Karen brings practical knowledge to your financial needs. As an Enrolled Agent, she can also represent individuals and businesses before the IRS.
Planning Beyond Tax Season
Thoughtful planning helps you prepare for deadlines, changing circumstances, and future tax obligations. We help you stay informed and organized throughout the year so you can make decisions with greater confidence.
A Little Help. A Big Difference.
Free tax return preparation for qualifying low-income individuals.
Call Karen for eligibility details 407-701-6400
