{"id":392,"date":"2015-11-13T22:55:41","date_gmt":"2015-11-14T04:55:41","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=392"},"modified":"2016-08-15T11:25:57","modified_gmt":"2016-08-15T16:25:57","slug":"client-relationships-meet-the-difference-makers-profile-karen-havens","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/client-relationships-meet-the-difference-makers-profile-karen-havens\/","title":{"rendered":"Meet the Difference Makers: Karen Havens"},"content":{"rendered":"<p><span style=\"font-weight:400;\">Experienced tax professionals can add important value for clients by examining the past in order to plan strategies for a brighter future. One great example appears in the story of how Intuit tax pro Karen Haven helped guide a client towards an improved insurance settlement after an automobile accident. The settlement very likely saved the client\u2019s young business, giving renewed life to her career dreams.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cThis self-employed client was building a massage therapy business,\u201d writes Karen in her grand prize-winning entry in our <a href=\"https:\/\/proconnect.intuit.com\/difference-makers\/\" data-wa-link=\"body_mtdm\">Meet the Difference Makers Contest<\/a> this summer. \u201cShe sustained neck and vertebrae injuries that left her unable to go back to work for almost a year.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">Soon after the accident, Karen helped the client with a tax return that led to a $10,000 refund.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cShe was in tears because that money was going to help her,<\/span><span style=\"font-weight:400;\">\u201d Karen recalls. \u201cThat\u2019s when she told us about the accident.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">Although the insurance company for the at-fault driver offered a $35,000 settlement for lost income and damages, \u201cI advised her not to take it,\u201d says Karen. She had calculated that her client was justifiably entitled to considerably more.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cI had been assisting with quarterly sales and expenses and filing her tax return for several years,\u201d she explains. \u201cI was able to provide numbers to prove the growth of her business over the last three years, to project forward. This enabled her to get a settlement of almost $440,000.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">The client\u2019s family members had been buying gift certificates that they didn\u2019t need in order to encourage her and help keep the business afloat. The enhanced settlement, however, alleviated all of the client\u2019s financial burden and worries. She has since rebuilt her business and her aspirations.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cShe\u2019s booked solid,\u201d says Karen. \u201cHer business has come back. Her clients have come back.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">A self-employed tax professional since 1985, Karen is family-oriented \u2013 both her son and her daughter are employees in her practice \u2013 and has always tried to make a difference for people.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cOur philosophy is that we try to do the right thing,\u201d she said. \u201cWhen this woman recounted her story and we saw that nobody was doing anything for her, we were compelled to help. We thought that there must be something we could do, and we did.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">Although modesty makes her somewhat hesitant about the free advertising included in the contest\u2019s grand prize package, Karen reports that she is proud to be a Meet the Difference Makers winner.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cI was getting caught up on my emails and when I saw the contest, I thought, \u2018Hey, we do good things too\u2019,\u201d she says.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Karen hopes that professional peers might be inspired by the difference she made: \u201cIt was very rewarding to us. We didn\u2019t help just a little. We invested time and effort where others didn\u2019t.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">Karen was a dedicated user of Intuit<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> <a href=\"https:\/\/proconnect.intuit.com\/easyacct\/\" data-wa-link=\"body_eacct\">EasyACCT<\/a> long before it became an Intuit product. She recently became more proficient in <a href=\"https:\/\/quickbooks.intuit.com\/\" target=\"_blank\" data-wa-link=\"body_quickbooks\">QuickBooks<\/a><\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\">. She particularly appreciates how well <a href=\"https:\/\/proconnect.intuit.com\/proseries\" data-wa-link=\"body_ps\">Intuit ProSeries<\/a>\u00ae software integrates with both EasyACCT and QuickBooks.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cWe get greater efficiencies by having them all work together,\u201d she explains.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Assisting folks who live chiefly in rural areas, Karen is accustomed to clients who need personal tax services, as well as support, for their side businesses, such as farms and daycares. For many of these clients, taxes are intimidating and sometimes an obstacle. Karen sees that as an opportunity to be a difference maker.<\/span><\/p>\n<p><span style=\"font-weight:400;\">\u201cWe help them through it,\u201d she says. \u201cI like helping people get to their end dreams.\u201d<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Experienced tax professionals can add important value for clients by examining the past in order to plan strategies for a brighter future. One great example appears in the story of how Intuit tax pro Karen Haven helped guide a client towards an improved insurance settlement after an automobile accident. The settlement very likely saved the<\/p>\n","protected":false},"author":104275893,"featured_media":394,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[561584],"tags":[327585],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-392","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships","tag-make-a-difference"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Meet the Difference Makers: Karen Havens - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/client-relationships-meet-the-difference-makers-profile-karen-havens\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the Difference Makers: Karen Havens - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Experienced tax professionals can add important value for clients by examining the past in order to plan strategies for a brighter future. 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