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IRS Enrolled Agent · Serving Existing Clients

Your tax year,
handled with care.

Karen Fuller EA Taxes provides steady, year-round tax preparation, planning and IRS representation for individuals and small businesses, with secure tools for the clients we already serve.

Federally licensed representation Existing clients served first
A tidy desk with tax documents, a blue folder and a green plant in soft daylight

Existing clients

Portal · uploads · payments

Karen Fuller meeting with clients at a marble table during a consultation
Existing clients first
How We Help

Calm, organized and on track

We help you get your tax records in order all year, so filing season never starts from scratch.

15+

Years Experience

Individual and business returns, across 40+ states.

100%

Personal Attention

No junior preparers. Every return reviewed personally.

EA

IRS Enrolled Agent

Federally licensed to represent taxpayers before the IRS.

For existing clients

Everything you need, through one secure portal.

Through your secure client portal, you can upload documents, complete tax organizers, and sign forms electronically.

01

Upload Documents

Send W-2s, 1099s and other tax documents securely, any time.

02

Complete Tax Organizers

Fill out your tax organizer online so nothing gets missed.

03

Sign Forms Electronically

Review and e-sign forms from any device, with no printing or mailing.

One secure login for everything above. Existing clients only.

Services

Counsel across every tax decision

Six services, one advisor. From preparation to IRS representation, existing clients are looked after first, year round.

View All Services
Forms & resources

IRS Forms and Resources

The forms clients ask for most, linked directly to the official IRS pages.

IRS Form 1040

U.S. Individual Income Tax Return.

View / Download

IRS Form W-9

Request for Taxpayer Identification Number and Certification.

View / Download

Form 9465

Installment Agreement Request for paying taxes over time.

View / Download

IRS Form W-4

Employee's Withholding Certificate for paycheck withholding.

View / Download

Form 4506-T

Request for Transcript of Tax Return.

View / Download

Always the official irs.gov pages.

These are official IRS resources. For help choosing the right form, contact our office.

The Process

Three steps. No surprises.

1

Discover

A confidential review of your current return, entities and prior filings — and what the next few years should look like.

2

Strategize

We model scenarios, identify exposure and sequence the moves that actually reduce what you owe.

3

Execute

Filings prepared, documented and submitted on time — with a clear plan you can act on before year end.

A tax consultation in progress at Karen Fuller EA Taxes
About Us

A tax practice built on trust and attention

Karen Fuller EA Taxes is led by an IRS Enrolled Agent with more than 15 years of experience preparing individual and business returns.

The practice is built on personal attention, plain language and long-term relationships — every return is reviewed by the same advisor you speak with, and nothing is filed until you understand it.

  • Personal Attention

    Every return reviewed personally, never handed off to a seasonal preparer.

  • Plain-Language Advice

    Clear explanations of what the numbers mean and what to do next.

  • Year-Round Support

    Questions answered in June as readily as in April.

Learn More About Us
Client Perspective

Karen found deductions two other firms had missed for years. The difference covered her fee several times over — and she explained every line.

Marcus D.

Founder, SaaS company

New clients

Request a consultation

A short conversation to see whether we are the right fit. Existing clients can reach us directly through the portal.

Consultation Fee: $79. This fee will be credited back in full if you become a client.

Your information stays confidential and is never shared.

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