Accounting - Income Tax, Financial Accounting
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Results driven professional with strengths in income tax, finance, payroll, bookkeeping, human resources, and customer service. Proactive leader who excels in communication and collaboration. Adept at managing concurrent objectives with efficiency, to influence positive outcomes.
Results-driven professional with 20+ years as an Enrolled Agent, offering comprehensive tax services (preparation, planning, IRS liaison).
Proven financial management skills: payroll, bookkeeping (QuickBooks certified), financial reporting, 401(k) administration. Extensive real estate/mortgage expertise (CA Broker/MLO licenses), including client consultation, loan origination, sales, and negotiation. Adept at team supervision, process improvement, and employee onboarding/relations.
Versatile background in tax, finance, real estate, and casino operations demonstrates adaptability and strong problem-solving abilities. Holds multiple QuickBooks certifications and completed HR Generalist studies.
Took 3 comprehensive courses for IRS Enrolled Agent certification in the fall of 2024. Each section (Individual Tax, Business Tax, IRS Representation) was comprehensive and had an in-person exam. I completed all three courses and passed all three exams in three months.
