Need help preparing tax returns on extension? I can help!!
Goal: I am seeking to work for a small company part-time in the off season and part-time to 3/4 time during the tax season in the mid-peninsula area.
Summary: I became an Enrolled Agent in 1988 and worked in the Income Tax Business for 15 years. I switched careers
(worked for a government agency) and in 2014 took an early retirement. I have kept my EA license current throughout these years. I have re-entered the tax business by taking the H & R Block 60 hour Income Tax Course as a refresher in 2015 and for the 2016 Tax Season worked for Block Advisors. I have worked for a small CPA firm from 12/2006 through 4/2018. I was laid off because the CPA was downsizing her practice.
Skills: Interviewed clients from diverse backgrounds. Their returns were anywhere from simple to very complex.
In-depth research on tax issues.
Completed returns which included Non-resident Aliens, stock options, the self-employed, rental property and the Affordable Care Act.
Handled tax notices for clients. Example: Prepared prior year returns requested by the IRS.
Mastered the new tax software used by H & R Block.
Familiar with Ultra Tax & File Cabinet, Previous Lacerte experience.
For more information and a complete resume sent an email to me at