PO Box 1021, Logan, WV 25601
End-of-Year Tax Planning Check-ins now available!
I’m an IRS-credentialed Enrolled Agent and college business professor. I have an MBA and a graduate certificate in Financial Planning.
For the past 14 years, I have helped busy families, freelancers, and small businesses file accurately, plan proactively, and handle IRS letters with confidence. Everything is virtual, organized, and secure.
ABOUT STEPHANIE MOUNTS
I'm so glad you're here!
what I DO
Tax filing and managing your finances shouldn’t feel stressful or confusing. That's why we pair modern, secure tools with actionable, easy-to-understand guidance and a human touch. You’ll always know what we're doing, why it matters, and what comes next so you can move forward with confidence.
Convenient, secure, and compassionate from start to finish.
My values drive everything I do, both personally and in my business: how I show up, make decisions, and care for your information and results. Here’s what you can expect from working with us, every time.
What I Believe:
We tell you what we see, what it means, and what it costs before any work begins. We will always keep you updated on any changes.
Clear quotes, clear timelines, and straight answers every time.
honesty & transparency
Your information stays protected through encrypted portal access, MFA, and a written security program aligned with the FTC Safeguards Rule. We never share your data without written permission, except as required by law.
security & confidentiality
We translate tax rules into plain language and give you practical next steps. You’ll get summaries you can actually use, not jargon, so you feel informed, not overwhelmed.
clarity & education
Every client’s story is unique. We meet you where you are, with no judgment, just solutions. Whether you’re catching up on prior years, navigating an IRS letter, or planning ahead for a smoother April.
