Introduction: I offer the following services:
* Monthly accounting including period end close, preparation of reconciliations and financial statements, preparation of period end management reporting package, etc.
* Accounting projects such as setting up accounting system, establish and/or document accounting policies and procedures consistent with Best Practices, accounting catch up work, G/L clean up, budget preparation, etc.
* QuickBooks set-up, training and troubleshooting
* Tax advisory, preparation and e-filing for individuals and businesses.
My Credentials:
* I am a registered tax professional with the IRS and the California Tax Education Council (CTEC) as mandated by the State of California.
* I am an Authorized IRS e-File Provider which requires fingerprinting and passing a federal background check.
* I have passed all three parts of the SEE exam and have applied for my Enrolled Agent license to practice before the IRS.
* I am a Certified QuickBooks ProAdvisor with Pro, Premier and Enterprise Solutions.