Quick View:

• I am a QuickBooks Pro Advisor
• I can & will clean up your bookkeeping files and program
• I possess outstanding oral & written, as well as presentation communication skills.
• I have experience in dealing with customers and use my ability to solve problems.
• I possess advanced level of accounting expertise.
• I am thoroughly experienced in corporate tax structuring, and cash operations.
• I have advanced experience in tax knowledge
• I am at an advanced level in Financial Planning and Estate Planning
• I am an expert on Trust preparation and trust taxation

In Addition;

• Provide full Accounting Services to Businesses in Various Industries.
• Prepare monthly financial statements to the Client Businesses.
• Prepare and file the various applicable tax returns, including: Payroll Tax, Sales Tax, and Income Tax, as              well as Estimated Tax.
• Make entries for client businesses, including: A/P, Invoicing, Purchase Orders, GL, and Expenses & Income.       In addition, I completed monthly Bank Reconciliations for client businesses. In some cases Payroll Services       as well.
• Prepared, reviewed and approved financial statements at end of the month, and end of year.
• Represent Clients before the IRS and State tax authorities

AFFILIATIONS

• American Institute of Certified Public Accountants
• Member National Association of Enrolled Agents
• Member National Association of Tax Professionals
• Member American Society of Tax Problem Solvers
• American Accounting Association
• National Association of Certified Public Bookkeepers
• National Association of Professional Accountants
• National Society of Accountants
• Professional Association of Small Business Accountants
• Certified Business Coach
• Certified Life Coach