What You Should Know About Me

I love this area. I have been proud to reside here since 2000 and raise my children in Hometown Westville! I enjoy spending my free time volunteering within the community. One of the things I enjoy most about my work is knowing that my expertise is helping members of the community achieve harmony in their financial lives.

 

Why should you hire me?

I have many years’ experience in the bookkeeping, tax and accounting field. I began bookkeeping in 2005, and tax preparation in 2007. I stay on top of the tax law updates so that I can provide you with information relevant to your needs. Each of my clients receives an experience personalized specifically for their needs. Whether you prefer to visit my office, upload documents, email me, or drop and run, my goal is to make all encounters as smooth as possible.

I am proud to hold the Enrolled Agent credential with the IRS since 2017.

 

What is an Enrolled Agent?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF). https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information

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Income Tax Preparation

Tax preparation shouldn’t begin and end on the same day. I stay up to date on the current tax laws, so you don’t have to. Using this expertise, I am likely able to help reduce your tax liability and provide valuable information to help also save you money in the future. I am experienced in preparing individual, corporate, partnership, trust, estate, and non-profit returns, and am always only a phone call or email away for any questions that come up throughout the year.

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Bookkeeping

I provide bookkeeping services to small business owners, ensuring their financial records are well-organized and accurate. Services can include entry and updating of transactions, bank and credit card reconciliations, as well as set up and maintenance of the best-fitting accounting system for your needs. The frequency also depends on what fits your business the best. I aim to provide a professional, personalized experience to suit each of my clients’ needs.

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Business Consulting and Setup

Need help deciding which type of business entity is best suited for your situation? I can assist you in making that decision, while providing valuable advice that can be used for to save you money. I will also ensure that all federal, state and local filings have been completed to ensure your business has been established properly.