Introduction: I provide personalized services for tax clients, including individual and business accounts. I am a retired IRS agent and have a number of years experience working as a tax manager for smaller CPA firms.
One of my traits is that I respond quickly to client requests and keep them informed as to the progress of the work. I am also a certified Quickbooks Pro-Advisor and can assist clients in setting up their business and assist them in maintaining their books during the year.
Also, I am a certified management accountant, trained and experienced in the financial management of companies. I also have initiated the budgeting process in an organization which never had a budget previously.