Financial and Tax Services
Services
Tax Preparation & Advice
With over 10 years of tax preparation experience, I enjoy being able to get those extra deductions tax payers did not know they were entitled to. The tax preparation is not limited to personal tax preparation but spans out into business and Corporate tax returns as well.
I have been a licensed tax preparer since 1999 when I originally started working with H&R Block. I have continuously stayed on top of the most recent tax laws and changes and strived to continue my tax training to be able to pass this knowledge on to my clients as well as do the most thorough, accurate and comprehensive tax return possible and according to the rules and regulations et forth by the State and Federal Governments.
Payroll
Being in a position of HR and Management in my past employment, this has allowed me to grow and develop new skills throughout the years where payroll is concerned.
It is with this experience that I decided to become licensed in Payroll. Much like tax preparation and bookkeeping, I continue my education in an effort to stay on top of the changing State tax rates that pertain directly to payroll. By keeping up with this, it allows me to better explain the deductions, taxes, and reason for the rate changes and what it means to the business owner.
QuickBooks Training
Bookkeeping
With such substantial experience with tax preparation, this has allowed me to advise clients of what expenses would constitute an actual business expense, explaining business use of home and/or car, and the handling of day to day financial duties of the company.
Those duties also include keeping financial records, following up on outstanding invoices, bills, payments, staying on top of changes in federal and state regulations, and keeping up with the latest bookkeeping software and updates. Being a licensed bookkeeper further allows me to review and advise clients of more efficient ways of managing their business, cutting obsolete costs to improve revenue and remaining profitable at the end of the year.
Having been in the administrative field all of my life, it is with this experience that I have learned to effectively and efficiently operate QuickBooks on an expert level. I am happy to be able to pass this experience on to clients in an effort to help them operate their business without the worry of "am I doing this right?"