I am a retired CPA and a certified IRS preparer.
I have over 20 years experience in all levels of tax preparation and financial advice.
Resolution of cases with the IRS.
Tax planning and financial records preparation in compliance with IRS requirements.
Always enjoyed working with numbers and the investigating of financial records as an auditor. Due to the recent tax changes, took a six week course with Liberty Tax to update my knowledge of tax law and enjoyed it very much. It sparked the thirst for knowledge and registred for continued education courses.
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Interview the client and collect pertinent information.
Review prior year return.
Prepare estimate based on the information gathered.
Prepare a review return for the client to examine and approve.
Make changes if any and file tax return with the IRS.
Explain to the client how to track their refund or payments if necessary.
Explain that I am available at any time if they are contacted by the IRS regarding the return at no additional cost.
BBA in accounting.
Bilingual. English and Spanish.
Six week training on the new Tax changes.
Certified IRS tax preparer.