It’s all about Accounting/Taxation/Software Experience I have:

·       15 Years of accounting/taxation experience

·       Enrolled Agent since 1988

·       Member of NAEA (National Association of Enrolled Agents)

·       Member of FSEA (Florida Society of Enroll Agents)

·       Member of NATP (National Association Of Tax Professionals )

·       Member of the American Institute of Professional Bookkeepers 

·       6 Years of certification in QuickBooks® software applications

·       QuickBooks® Certified Advanced ProAdvisor 

·         6 Years of working with Crystal Reports

·       Certified as a Microsoft Office Specialist for Excel and Word 2000

 

Industries & Entity Types Served

·       Partial list of industries served: healthcare; internet; non-profit; automotive repair; real estate; restaurant; storage units; manufacturing; wholesale distribution; rental property.

·       Some clients were sole proprietorships; some were “C” Corporations; some were “S” Corporations or LLCs and a few were Partnerships

·       The “New” MSSP compliance issues do change based on your industry – the issues the I.R.S. looks for are those “unique” to your industry. But they also look at those areas that have been abused in the past  and those areas don’t change by industry. The accounting procedures don’t change either.

·       Most used manual accounting systems initially and some were upgraded to computerized systems

 

It’s all about Technological Sophistication and my attitude:

 ·       Online banking

·       Online downloading of credit card statements

·       Utilization of scanning documents

·       Re-certifying in software upgrades when necessary

·       Being aware of “Add-on” modules/programs available; training in those programs; testing the programs on clients data; recommending the programs; maintaining them; providing support for them

·       Remote access

·   Have technology embrace you!

 

It’s all about quality of Service I provide:

·       Unlimited support

·       Timely call-backs

·       Attention to detail

·       Clarity in explaining the “answer”

·       Onsite or offsite

·       Integrity and professionalism