As the founder of Financial Evolutions, Karen Lawrence, EA is dedicated to making sure you get the service, quality, and expertise you deserve. She is a public speaker, business advisor, tax advisor, new author, and advocate for your dreams.
Having spent over 20 years in the financial services industry, Karen has not only drawn on her own experiences but also those of her peers and her extensive personal research. She takes a minimum of 30 hours each year of continuing education in taxation alone. Combine that with her strong desire for knowledge and a drive to “do the right thing” for her clients, you know she will provide the best advice available to your unique situation. If she can’t help you, she will help you find your way to the experts who can help.
Karen is an Enrolled Agent (EA). Enrolled agents (EAs) are “America’s Tax Experts”. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While CPAs and certain tax attorneys may specialize in taxation, they are licensed at the state level while Enrolled Agents are licensed federally.
While she has a strong background in many areas of finance and investments, her primary interests are serving the entrepreneurial sole proprietors who have passion and drive…yet need help when it comes to running a business and the tax consequences/benefits related to pursuing their dream.
Karen is there to help no matter what your situation may be. Whether you are an individual looking for guidance due to life event changes, a startup business looking for advice, or just need some help with your taxes…contact her and see what she can do for you!
OTHER EXPERTS
In some situations, Financial Evolutions, LLC may contract with other professionals. Rest assured that anyone we contract with must abide by our Privacy Policy. Also, anyone employed by us will undergo a background check for your security and ours.
OUR THIRD PARTY SERVICE PROVIDERS
Financial Evolutions, LLC has chosen the best possible third party providers to help keep your personal information and sensitive documents as safe as possible. Portal access for all clients is provided by Onehub and e-signing of client forms and documents is provided through industry leader DocuSign.