Karen Mathias

Contact Karen at karen@paytaxeslater.com


Karen-MathiasWith Karen’s penchant for paying great attention to detail and her wonderfully patient disposition, she is certainly an asset to the Lange team and to those she advises. She is involved in the firm’s tax practice and conducts initial meetings and fact-finding sessions with clients. She prepares individual and estate income tax returns, gift tax returns, inheritance tax returns and estate tax returns, and advises clients of their tax-planning opportunities. Karen also advises clients about Social Security issues and claiming strategies. She consistently combines her vast experience, her organizational skills, and her gentle personality to make an often complex and confusing process a manageable and pleasant experience for clients.