About Us
Where Financial Clarity Meets Real-Life Understanding
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.
What Clients Can Expect
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
Your Clarity Starts Here
Whether you’re trying to reduce taxes, organize your finances, prepare for growth, or gain long-overdue clarity, I’m here to support you every step of the way.