Stephens Tax Service

We help you keep more of what you make. Pay your fair share, but nothing more.

Building relationships with my clients and helping them understand something that can be complex and confusing.

I had a 15 year small business banking career and served my country for 20 years in the Navy and the Navy reserves. After retiring from the Navy, I knew I wanted to explore entrepreneurship. In the Navy I was a Supply Corps Officer, the Navy's business managers. I was looking for a recession proof industry, have always been a numbers cruncher, and had spent enough time around income tax returns, profit and loss statements and balance sheets as a banker. I knew with some training I could make it in this industry. I'm now in my 13th year as a tax professional.

I have served clients in the tax industry for 13 years. I hold an Annual Filing Season Preparer (AFSP) designation from the IRS and am working on my Enrolled Agent certification. I always take continuing education courses beyond what is required. For all clients I provide an Audit Assistance/Identity Theft Restoration certificate should they be subject to identify theft or have an audit need beyond the scope of my representation rights.

I have clients throughout the country and am equipped to handle everything electronically. We can communicate via phone/text/email. I use a secure, password protected client folder into which documents can be uploaded. I return a .pdf copy of the return the same way. I have us review the return together before submitting. I use an automated process to allow you to sign the return. Additionally, I accept payments by card on my website, electronically via CashApp, PayPal or Venmo, or, if applicable and for an additional cost, payment can be made out of the refund.

For my national clients , nothing has really changed since it's remote. For my local clients, many of them have chosen to use the online servicing option as well.