Tax Consultant/Adviser
Current
My Tax Advisers In Association With Bernstein Financial Services
Nov 2013 - Present
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Kenneth Quick Email & Phone Number
Tax Consultant/Preparer at My Tax Advisers, in Association with Bernstein Financial Services
at
My Tax Advisers in Association with Bernstein Financial Services
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Current company
My Tax Advisers in Association with Bernstein Financial Services
Role
Tax Consultant/Preparer at My Tax Advisers, in Association with Bernstein Financial Services
Location
San Diego County, California, United States
Who is Kenneth Quick? Overview
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Quick answer
Kenneth Quick is listed as Tax Consultant/Preparer at My Tax Advisers, in Association with Bernstein Financial Services at My Tax Advisers in Association with Bernstein Financial Services, based in San Diego County, California, United States. AeroLeads shows a matched LinkedIn profile for Kenneth Quick.
Kenneth Quick previously worked as Tax Consultant/Adviser at My Tax Advisers In Association With Bernstein Financial Services and Tax Adviser at Summit Financial Group.
Profile bio
About Kenneth Quick
I welcome new, and former clients to reach out to me. Please be sure to contact me to schedule your tax appointment, or consult if you have not already done so :). I am ready and waiting!kennethjquick@gmail.com619-537-9044Visit our website to download “Worksheets & Checklists” , find contact information, access useful links and other valuable information. http://www.mytaxadvisers.com/home.htmlA seasoned tax professional with over 20 years’ experience in all areas of individual taxation including tax preparation, tax return review, cash flow management, depreciation and budgeting.Excellent rapport with clients with a rapid client base growth from 75 to nearly 600 in about 5 years.Expert in reviewing tax returns for amendment strategies and communicating tax law to clients. Managed a client base of nearly 600 individual returns per tax season, scheduled tax appointments, prepared IRS audit packages, and created written correspondence to taxing authorities and others. Skilled in using tax preparation software such as Lacerte and Turbo Tax as well as other software such as Microsoft Excel & Word, Quick Books, Goldmine, and Peachtree. KEY COMPETENCIES:• Audit Preparation • Tax Return Review • Tax Projection • Tax Strategy Analysis• CTEC Registered• Lacerte Expert• Intermediate/Advanced with MS Office SuiteCOMMON MISSPELLINGS: Ken Quick, Kenny Quick, Kenneth Swift, Keneth Quick, Kennith Quick
Listed skills include Auditing, Income Tax, Cash Flow, Irs, and 18 others.
Current workplace
Kenneth Quick's current company
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My Tax Advisers In Association With Bernstein Financial Services
3 roles
Kenneth Quick work experience
A career timeline built from the work history available for this profile.
Tax Adviser
Summit Financial Group
Managed and maintained a client base preparing tax returns, assisting with tax projections, and analyzing tax law and individual situations to find the best tax strategies for each client.
Jan 2006 - Aug 2013
Tax Data Manager
Summit Financial Group
Developed and managed the quality control department, reviewing every single tax return prepared by the firm for potential input errors prior to filing electronically. Was a key player in creating the successful Mail-In Program for tax clients, overseeing the returns and status, and communicating as the liaison between the adviser and the client, as well as filing the returns electronically, following up with clients on rejections, and re-submitting when necessary.
May 2001 - Dec 2005
FAQ
Frequently asked questions about Kenneth Quick
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What company does Kenneth Quick work for?
Kenneth Quick works for My Tax Advisers in Association with Bernstein Financial Services.
What is Kenneth Quick's role at My Tax Advisers in Association with Bernstein Financial Services?
Kenneth Quick is listed as Tax Consultant/Preparer at My Tax Advisers, in Association with Bernstein Financial Services at My Tax Advisers in Association with Bernstein Financial Services.
Where is Kenneth Quick based?
Kenneth Quick is based in San Diego County, California, United States while working with My Tax Advisers in Association with Bernstein Financial Services.
What companies has Kenneth Quick worked for?
Kenneth Quick has worked for My Tax Advisers In Association With Bernstein Financial Services and Summit Financial Group.
How can I contact Kenneth Quick?
You can use AeroLeads to view verified contact signals for Kenneth Quick at My Tax Advisers in Association with Bernstein Financial Services, including work email, phone, and LinkedIn data when available.
What skills is Kenneth Quick known for?
Kenneth Quick is listed with skills including Auditing, Income Tax, Cash Flow, Irs, Customer Oriented, Tax Law, Tax, and Team Leadership.
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