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Staff Profiles

Tom Stephens, EA (he, him, his)

Tom is an Enrolled Agent and has been in the tax industry since 2009.  Enrolled Agents are the highest credentialed tax experts as tested by the Internal Revenue Service and have practice/representation rights throughout the country.

Tom specializes in Small Business tax returns, inclusive of Schedule C/Sole Proprietorships, LLC’s and S-Corps.  He also specializes in cryptocurrency returns.

Tom is a retired Navy Supply Corps officer, having served 20 years on Active duty +/or the Naval Reserves.

Tom had a 15 year career in Small Business Banking and Development for a few NE Ohio banks prior to following the route to entrepreneurship himself.

Tom is married to the former Marian Egan Kopp and through their blended family have 5 children- Kathleen/Katy (26), Taylor (23), Jonathan (22), Katherine/Kaeli (21) and Audra (19). Together they live Olmsted Township with Nora, a 2 year old lab/pit bull mix, Caramel, a 18 year old tabby cat and a host of fish in their 55 gallon tank. They are proud alumni of Olmsted Falls High School where graduated together (but were not high school sweethearts).

Tom received his Master’s of Science in Management from Oakland City University (IN) and his Bachelor’s of Science degree from Ohio University.

Tom spends his off time officiating football, soccer, basketball and track for the Ohio High School Athletic Association (OHSAA), traveling, reading and engaging in fantasy baseball and football.  He is a proud supporter of Save a Warrior (SAW), the National Association of Mental Illness (NAMI) and Westside Koinonia.

Tom is a member of the National Association of Tax Professionals (NATP), National Association of Enrolled Agents (NAEA), the National Notary Association (NNA), the American Legion, the Navy Supply Corps Foundation, and the National Association of Sports Officials (NASO). Tom sits on the board of directors for the State of Ohio NATP chapter and the Greater Cleveland chapter board of directors for NAEA. He also sits on the board of directors for Westside Koinonia as well as on the board for Athletic Hall of Fame committee for the Olmsted Falls Alumni Association.