FAQs
- What education and/or training do you have that relates to your work?
Every year I take the required 20 hours of Federal tax law , Federal tax law updates, Ethics and State tax laws as required by the State of CA.
- How did you get started doing this type of work?
While I was going to college I assisted my uncle by doing bookkeeping services and tax return preparation for some of his small business clients. I eventually ended up taking a tax course so that I could become a registered tax preparer.
- What types of customers have you worked with?
I can prepare all versions of Form 1040 Individual Income Tax Return, Form 1041 Estates & Trusts and Form 1065 Partnership Tax Return. I've dealt with Cancellation of Debt and Foreclosure issues.