About Stephen Hazel

Stephen Hazel, CFP®, CeFT®, RLP®, EA

Stephen is an IRS Enrolled Agent, the highest credential the IRS awards, and a CERTIFIED FINANCIAL PLANNER™ professional, with more than ten years in tax preparation and nearly two decades in banking and financial services before that. He also holds the Certified Financial Transitionist® and Registered Life Planner® designations, which shape how he works with clients moving through significant change. He has taught financial courses as adjunct faculty at Rio Salado College, holds a BA from Arizona State University and an MBA from Grand Canyon University, and has finished six Ironman triathlons. He practices from Tempe, Arizona, and works with clients nationwide.

Schedule a no-cost introductory call and we will tell you plainly which service fits.

Representation

Stephen Hazel is federally licensed to represent taxpayers before the IRS in all fifty states. We handle notices, examinations, payment arrangements, and account resolution, including for returns we did not prepare. Notice handling is included for members. Examination and appeals representation is quoted separately.

Credibility

Stephen provides investment management and financial planning through Magnificent Life Financial Planning, offered via Farther Finance Advisors, LLC, an SEC-registered investment adviser. Tax services from Foundation Tax Advisors are billed separately and are not conditioned on any wealth management relationship.

Your tax return is a record of decisions you already made.

We work with you during the year, while the decisions are still in front of you..

Who This Is For

Foundation Tax Advisors is built for people whose tax situation has outgrown software and a once a year filing appointment. That usually means business owners and self employed professionals navigating entity structure, reasonable compensation, and quarterly estimates. It means households juggling rental property, equity compensation, investment income, or a side business. And it means people approaching or living in retirement, where Roth conversions, withdrawal order, and Social Security timing shape what you keep for the next thirty years. What our clients have in common is that they want a tax professional who talks to them in June, not just in March, while there is still time to change the outcome.

A Tempe, Arizona practice led by Stephen Hazel, an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ professional, serving clients nationwide.

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