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Kari L. Petersen

Enrolled Agent/Paralegal
Kari L. Petersen

Practice Areas

Education

Grand Valley State University
Allendale, Michigan
M.S., Taxation, 2023

Davenport University
Grand Rapids, Michigan
PBACC, Paralegal Studies, 2012

Western Michigan University
Kalamazoo, Michigan
B.A., Business Administration, 2004

 

Corporate Paralegal

Kari Petersen is an experienced paralegal working primarily with Varnum’s Corporate Team. She focuses on corporate governance and business transactions. She additionally supports attorneys in business formation matters and with corporate governance documents. She maintains corporate minutes books, prepares and completes UCC filings and conducts UCC searches.

Kari is an Enrolled Agent and frequently supports Varnum’s Tax Team. She represents taxpayers before the Internal Revenue Service in examination, compliance and tax collection matters. Her experience includes assisting individuals with reporting compliance issues for offshore financial accounts.

Kari is also a Certifying Acceptance Agent, authorized by the IRS to assist individuals who need an Individual Taxpayer Identification Number (ITIN) but who do not qualify for a Social Security Number.

Professional Affiliations

International Foundation for Employee Benefit Plans

NALS – The Association for Legal Professionals, accredited legal professional

National Association of Enrolled Agents

Michigan Society of Enrolled Agents

Michigan Women’s Tax Association

 

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