Erik Stevenson, CPA

Erik is the founder and President of Summit Tax Service and has over 17 years of varied accounting experience. He has worked for many different industries, testified repeatedly in Federal District Court, and spent 10 years as a Special Agent for the IRS Criminal Investigation Division. Erik became a licensed CPA in the state of Utah in 2003.

Employment Experience

President: Summit Tax Service, LLC; 2014-Present

CPA firm offering services in the areas of taxation, forensic accounting, business valuation and other specialty business services.

Special Agent: IRS Criminal Investigation Division; 2004-2008; 2010-2014

Conducting criminal investigations and forensic accounting in the areas of tax evasion, money laundering, wire and mail fraud, conspiracy, embezzlement, mortgage and bank fraud, securities and investment fraud, illegal narcotics, insurance fraud, obstruction and witness tampering. The experience also includes testifying in Federal District Court, search warrants, legal service, litigation support, witness protection, undercover work, fugitive and arrest warrants, and team management.

Special Agent: EPA Criminal Investigation Division; 2008-2010

Conducting criminal investigations for violations of the Clean Air Act, Clean Water Act, and other Federal EPA regulations. The experience also includes search and arrest warrants, legal service, litigation support, and community outreach.

Controller: Clear One Communications, Inc.; 2003-2004

Administered company’s role in SEC investigation and prior years’ financial restatement. Financial oversight of $20M sale of company’s service division. Managed SEC regulatory filings and accounting staff for manufacturing plant, domestic operations, and four international sales divisions.

Director of Accounting: Clear One Communications, Inc.; 2002-2003

Administered the dissolution one of the company’s main operating divisions. Performed transactional work for two acquisitions. Implementation of Oracle ERP in a manufacturing and services company.

Controller: R&K Packaging, Inc.; 2001-2002

Redesigned accounting system, implemented internal controls, created management reports, and trained accounting staff. Managed IRS lien, monitored cash flows, and conducted internal audit.

GL Accountant: Flying J Corp.; 1999-2001

Prepared financial statements and analytics, conducted internal audits, and managed foreign financial transactions.

Education and Licenses

Federal Law Enforcement Training Center

Special Agent Basic Training – IRS Criminal Investigation

Weber State University

Master of Professional Accountancy: Emphasis in Auditing
Bachelor of Science: Accounting – Summa cum Laude
President – Beta Alpha Psi, Financial Professions Honors Fraternity

Certified Public Accountant – State of Utah