Our Story
Built from Real Life, Real Experience, and a Love for the Work
This business started years ago for a practical reason:
Side income while raising seven kids after leaving an 11-year career at the IRS.
What began as small bookkeeping support for local businesses grew into a thriving advisory practice grounded in expertise, honesty, and service.
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And the truth?
I genuinely enjoy the work.
Putting together a tax return feels like solving a puzzle. Organizing finances brings clarity. Helping someone understand their numbers—and make smarter decisions because of it—never gets old.
Today, after 35+ years in tax and accounting, the passion remains the same:
creating clarity, reducing stress, and helping people move toward their goals with confidence.
Meet Karen Nelson
I’m Karen Nelson, and for more than 35 years I’ve been committed to helping individuals and business owners create clarity, reduce financial stress, and build confidence in their tax and financial decisions.
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Some people see taxes as a burden.
I see them as a puzzle—a chance to bring order, clarity, and direction to someone’s financial life.
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I genuinely enjoy:
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Organizing financials
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Solving complex tax situations
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Helping people understand their numbers
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Giving clients the peace of mind they’ve been missing
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My clients often come to me feeling overwhelmed, stressed, or unsure. They stay because they trust my guidance—and they know I’m always looking out for their best interest.
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One client recently told me, after learning he owed a large tax payment:
“I know you’ve got my best interest. Just tell me what needs to be paid.”
Skills, Strengths & Certifications
Core Skills
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Tax strategy & planning
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Bookkeeping & financial organization
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Money management
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Creating clarity from chaos
Certifications & Credentials
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Enrolled Agent (EA)
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MSTP Certification
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Universal Accounting Tax Professional & Bookkeeper
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Profit First Certified (previous)
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Advanced EMT
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Associate Degree in Accounting
With both IRS experience and decades of hands-on advisory work, I offer a combination of technical insight and real-world practical guidance.
Meet Darcie Harris
I genuinely enjoy helping business owners feel confident and in control of their finances. I work with a variety of companies across different industries, providing bookkeeping, financial tracking, and day-to-day administrative support. No two businesses are the same, which keeps the work interesting and rewarding.
What I do best is taking overwhelming financial tasks and turning them into organized, easy-to- understand systems. I like helping with the books so the business owner can focus on running their business.
My boss, Karen, often tells me that I’m a bit of a “mind reader” because I naturally seem to know what will make things better, easier, and more understandable for our clients. She’s shared that I bring patience and calm into the stormy, overwhelming world of a business owner who’s buried in tasks and confusing to-dos. I take a lot of pride in being intuitive about what’s needed and helping create improvements that better serve our clients.
I truly love bookkeeping, and I’ve learned so much from Karen. I’ve really enjoyed working with her and appreciate how much she’s helped me grow.
My goal is simple:
To give you peace of mind, a clear plan, and a trusted partner who understands both your numbers and your goals.
Whether I’m helping you reduce your tax burden, organize your financial world, or map out long-term strategies, you’ll always know:
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I’m honest
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I’m responsive
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I’m committed to your best interest
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And I’m here to make your life easier
