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. AS 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.
What We Offer
Tax Services
We offer strategic tax planning for small businesses and individuals. Let our experience work for you in finding ways to reduce your income taxes so you can keep more of what you earn.
Business Services
We specialize in helping new business owners navigate through the many decisions that need to be made in organizing a new venture. Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company) is one of the crucial decisions that can have a long-term tax implication, positive or negative.
Personal Services
Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Planning for retirement, Goal Planning, Saving for College, Investing…These are only some of the personalized services that our Financial Planning Team offers.
Quickbooks Services
Accurate financial information is the keystone to any successful business and we are committed to keeping your financial records well organized. This will ensure your business will run in an efficient and cost effective manner on a daily basis. Payroll and Sales Tax Services are offered as well.
20 +
Years Of Experience
WHY WE ARE DIFFERENT
One on One Personal Service
One on One Personal Service
We take the time to get to know your special needs and concerns about your finances that you will not receive from large firms.
Coverage and Forethought
We think ahead on compliance issues to sure that you are covered!
Low-Income Tax Return Prepared Free
*(If qualified, please call for details)
