Sheritha Ivy

Dynamic and results-oriented professional with extensive experience in tax preparation, legal documentation, and business consulting. Proven track record of delivering exceptional service to small businesses and individuals, driving growth through strategic advice and innovative solutions. Exceptional interpersonal skills with a strong ability to build relationships and foster collaboration.

Dedicated professional with a strong track record in developing strategic partnerships, tax preparation, and founding an art nonprofit organization. As the owner of Ivy's Legacy Agency LLC, specialize in tax services, business startups, small business planning, and client retention. My extensive experience in program management, cross-cultural communication, and client relations has equipped me with the skills necessary to navigate complex environments and drive sustainable growth.

I am passionate about fostering collaboration and delivering impactful solutions that align with organizational goals and community needs. I am eager to leverage my entrepreneurial spirit and expertise to contribute to a dynamic team focused on making a meaningful difference.

Founder | Executive Director at Community I S Awareness (2021 – Present)

A 501(c)(3) charitable organization with nearly three years of successful operation. We have delivered measurable impact to Alabama's youth, especially those from low-income families and underserved school districts. Our organization bridges critical gaps by delivering educational opportunities, essential life skills, and vital resources that empower young people to break cycles of poverty and marginalization.

Our expertise in community engagement, program management, and cross-cultural collaboration enables us to serve students in overlooked districts who often lack access to key support and opportunities. Founded by a Black Native American woman of color, fully compliant with IRS regulations governing charitable organizations. The diversity and leadership at the heart of this organization reflect our deep commitment to inclusivity and representation.

• Built and managed partnerships across international, multicultural environments; adept at navigating intercultural contexts and business etiquette
• Led cross-functional teams in program delivery, community engagement, and educational initiatives; mentored staff and participants to achieve organizational goals
• Secured funding and expanded community and corporate support, contributing to organizational growth and sustainability
• Designed, implemented, and evaluated high-impact programs focused on education, entrepreneurship, and the arts; managed multiple projects concurrently with measurable results
• Developed innovative, results-oriented curricula for arts and life skills programs; integrated creativity and entrepreneurship into educational strategies
• Fluent in written and spoken English
• Developed and led U.S.-based internship and international exchange programs, equipping participants with English language proficiency, entrepreneurial skills, and global awareness
• Designed and executed arts-based entrepreneurship projects, fostering creativity, collaboration, and communication among youth and young adults
• Implemented evaluation frameworks to assess program effectiveness and inform continuous improvement
• Facilitated cross-sector collaborations with educators, business leaders, and community organizations to maximize program impact

Owner | Legal Document Agent | Tax Consultant at Ivy's Legacy Agency LLC & Zip Refund (2025-01 – Present)

Partnership with Zip Refund: Tax Service provides independent tax preparers with a "turn-key" business model that bridges the gap between working as an employee and launching an expensive, independent franchise.

• Provided comprehensive services to small businesses, including tax consulting, document management, client retention, and independent contracting
• Advised entrepreneurs on business formation, employment recruitment processes, and operational efficiency
• Developed customized legal documents, bylaws, and business plans to meet unique client needs
• Managed customer traffic effectively, enhancing client satisfaction and retention

Tax Preparer | Tier 3 at Jackson Hewitt Tax Service (2025-01 – Present)

• Assist clients with individual and corporate tax return preparation, ensuring compliance with applicable laws
• Collaborate with accountants on complex tax returns for businesses, trusts, and nonprofit organizations
• Demonstrated excellence in project tracking, metrics creation, and budget development, contributing to operational efficiency
• Foster strong client relationships through effective communication, problem-solving, and exceptional customer service

Tax Preparer | Tier 2 at Jackson Hewitt Tax Service (2022-12 – 2025-01)

• Provided similar tax preparation services as a Tier 3 role, assisting a diverse client base with tailored tax solutions
• Enhanced the client experience by applying strong analytical and interpersonal skills to address complex tax issues

Owner | Legal Document Specialist | Insurance Advisor | Tax Consultant at Ivy's Legacy Agency LLC (2019 – 2022)

Closed Brokerage

• Offered a range of services, including insurance consulting, tax advice, and daycare management, to small businesses
• Leveraged expertise in entrepreneurship to guide clients through startup processes and growth strategies
• Ensured high-quality service delivery and client satisfaction through effective management of workflows and processes

Accounting – University of Missouri

Bachelor of Business Administration – Purdue University Global