Mary Ann Stevens

17 Year Senior Tax Specialist

I never left high school seeking to be a tax professional. Tax and accounting found me. After having my last child in 2006 I was looking for work and I guess you could say that tax and accounting fell into my lap. From my beginnings in 2006 to the present I have gone from the new kid on the block to the owner of my own tax business. I have been a tax specialist for 17 years and owned and operated my firm for 10 years.

I am a mom, wife, daughter, grandma, and pet owner. I am 41 years old and thoroughly enjoy what I do. I try my best to maintain a professional “girl next door” relationship with my clients.

My roots run deep in the hills of Eastern KY as I grew up in Floyd County KY. I want my clients to feel comfortable in my office and know that I will treat them as I would like to be treated. So many people are nervous when it comes to filing taxes, so I strive to NOT make our visit feel like a trip to the principal’s office. As some of my past and current clients can tell you, I have a motto.

In this office, “Never be afraid to tell me the truth. No judgment here. There are 3 people you should never lie to for the best results: 1. Your Doctor 2. Your attorney 3. Your tax professional/accountant.” I cannot help you if I don’t know the whole story.

I also work with my husband and his construction and remodeling business. We have had this business for 12 years. I am no stranger to self-employment and business issues. My tax philosophy is accepting you at the level you are at and helping you file your taxes as easily and “Simple” as possible.

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

1. Do I need an appointment to file in your office?

You do not need an appointment however we do recommend an appointment to cut down on waiting time.

2. What types of appointments do you offer?

We can do your taxes in person, virtually, or by phone. We have a very user-friendly client portal that allows us to make this possible.

3. How do I get a copy of my tax return?

You will always have access to your client portal. We can also print a hard copy on request. We can mail a hard copy however there is a postage and shipping fee.

4. Do I have to pay for my services, or can you take them out of my refund?

You can do it either. We do have the ability to do a refund transfer which withholds our fees from your refund. If you choose this option, there are bank fees not attached to us that will be added. We also do cash, check, cc/debit cards and EFT from checking. All options can be found by phone, or through your portal and on our website.

5. How can I schedule an appointment?

You can schedule an appointment by calling our office, through our website and through your client portal.

6. I need to print a copy of my return. How do I access that?

You will log in to your portal and download and print.

7. Can you mail me a copy of my tax return?

We can do that however there are postage and shipping fees that must be paid prior to mailing.

8. Last year I had another preparer file my tax return and I feel something is incorrect. Do you offer a prior year review?

We will gladly take a closer look at last year’s. There is no fee to review, however if you need them amended, we do charge for amends.

9. Are you open all year or just seasonally?

We are open year-round. Not just tax season.

10. I am thinking about starting my own business. Is that something you can help me with?

Absolutely. We offer business consulting and set up and many other services.

11. Do you guarantee your work?

Yes we do! All of our work comes with a $2500 guarantee along with audit defense and identity theft restoration. This means if we make an error on your return resulting in a balance due, you are covered up to $2500! These errors that we have made.