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EA

Kathleen Chavez, EA

IRS Enrolled Agent

Chavez Financial

Office

5741 Spring Pl
Champaign, IL 60592

Contact

  • Phone(760) 448-1269
  • Emailkathleenchavez@chavez-financial.example
  • PTINP88494558

Profile

  • Years of experience9 years
  • Accepting new clientsYes
  • Virtual meetingsAvailable
  • E-files returnsNo
  • Fee range$$
  • LanguagesEnglish, Mandarin, Cantonese, Tagalog

About Kathleen Chavez, EA

Kathleen Chavez, EA is a IRS Enrolled Agent serving clients in Champaign, Illinois and the surrounding region. With 9 years of professional experience, the firm of Chavez Financial handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As an IRS Enrolled Agent who has passed the Special Enrollment Examination administered by the IRS, Kathleen Chavez, EA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

  • IRS audit representation
  • FBAR / FATCA filings
  • Bookkeeping services

Service area

Primary office in Champaign, IL (ZIP 60592). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Illinois. Virtual consultations are offered for clients outside the immediate Champaign metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Illinois Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Illinois State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.