As a licensed Certified Public Accountant, I can provide you with the personal service and level of knowledge that you expect from a qualified professional.
INDIVIDUAL INCOME TAX PREPARATION:
My clients appreciate my integrity and my dedication to getting them the lowest tax liability or highest tax refund to which they are legally entitled. Certified Public Accountants are required to complete 80 hours of continuing education every two years in order to stay informed regarding the latest developments in their areas of practice.
I attend tax update seminars each year and subscribe to newsletters and periodicals that keep me up-to-date on the latest developments in tax law and tax court decisions that may affect my clients’ tax returns.
I work from a home office in order to be more available to my family. This makes it easy for me to offer flexible hours to my clients as well. I am available during regular workday hours, and I am also available evenings and weekends by appointment, if needed.
SMALL BUSINESS CONSULTING & INCOME TAX PREPARATION:
I am extremely qualified with regard to the installation and day-to-day use of QuickBooks accounting software in small to medium-sized businesses. I do on-site setup and consulting, bank reconciliation, problem solution, and general or specific training as desired. I also make myself available to assist clients over the telephone when possible to help them record difficult transactions, correct data entry errors, etc.
I can prepare your quarterly payroll tax reports and annual W-2’s and 1099’s, monthly or quarterly sales tax reports, annual corporation reports, or assist with other required governmental reporting as desired.
During the busy tax season, I can refer you to others who can provide you with excellent bookkeeping assistance and advice, and who can help you prepare your business-related tax materials for me.
I graduated 5th of 550 from Moon Valley High School in Phoenix, Arizona. I attended Northern Arizona University on an academic tuition scholarship and in 1983 was awarded a Bachelor of Science degree in Business Administration (B.S.B.A.) with majors in accounting, data processing, and management.
I worked in cost accounting at Garrett Turbine Engine Company in Phoenix, and as the Controller of Marquardt Trucking Company (120 Flatbed Trucks) in Yankton, South Dakota, before getting my Certificate from the Arizona State Board of Accountancy and entering the field of public accounting in 1994. I am happily married, and I have two wonderful children.