Customer Reviews for Kristine Stevenson

Found mistakes from past CPA and has corrected issues with the IRS and has saved me 10s of thousands of dollars.

We sleep peacefully. We cannot thank Kristine enough for the peace and mind she brought to us from our phone call meetings this month. After several years of dealing with the IRS on notices and back taxes related to capital gains, we decided to get expert help - and choosing Kristine was clearly the right decision. Kristine took time to clearly understand our tax history and most recent communications with the IRS. She showed us what the IRS was seeing in the files and explained how we needed to proceed without a lot of the technical tax jargon. She then clearly outlined next steps with a strategy to resolve both our 2021 and 2022 tax years with amended returns and follow up communications to IRS staff. We highly recommend Kristine. She is a problem solver that will treat your stress and tax challenge as her top priority!

I had a really great experience speaking with Kristine today. She took the time to clearly explain how I can amend my 2024 and 2025 tax returns being married those two years. She walked me through everything step by step, making it easy to understand. She explained on how I would need to wait until I receive my 2025 tax refund before amending that year, but can go ahead and amend my return for 2024. What I appreciated most was how calm, patient, and detailed she was. I was honestly nervous at first, but she quickly made me feel comfortable and confident about the process. Beyond just the tax guidance, we ended up having a deeper conversation about my current situation and my goals for the future. She was understanding, encouraging, and genuinely supportive. That conversation left me feeling positive and motivated about what’s ahead for me and my family. Kristine was recommended to us by a tax preparer on base in Fort Hood, and I’m truly grateful for that recommendation. She exceeded my expectations and helped me more than I anticipated. I highly recommend her to anyone needing guidance and clarity with their taxes.

Kristine was extremely helpful and thorough walking me through options and best plan of action with handling past dues to the IRS. She provided a realistic timeframe on how to handle payments and want my personal budget and goal should be to achieve getting to a zero balance. Most importantly she was nonjudgmental on the path that brought me to reaching out for her assistance and coached me through what the next year would look like. Would very much recommend her for any future tax consulting.

Kristine was a blessing right upfront. I was in dire need of getting a snapshot as to where I stood with my taxes and liens what was owed the penalties etc. Kristine was responsive and timely. I would highly recommend her to anyone.