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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, including Schedule C/Sole Proprietorships, LLCs, Partnerships, and S-Corps. He also specializes in cryptocurrency returns and is well-versed in individual tax returns and their various schedules.

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 (28), Taylor (25), Jonathan (23), Katherine/Kaeli (22), and Audra (20). Together they live in Olmsted Township with Nora, a 3-year-old lab/pit bull mix, Caramel, a 13-year-old tabby cat, and a host of fish in their 55-gallon tank. They are proud alumni of Olmsted Falls High School where they 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), the United Services Organization (USO), 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 the Athletic Hall of Fame committee for the Olmsted Falls Schools Endowment and Alumni Association.