𝘈𝘤𝘶𝘳𝘢𝘊𝘰𝘶𝘯𝘵𝘴 𝘸𝘢𝘴 𝘧𝘰𝘶𝘯𝘥𝘦𝘥 𝘪𝘯 1996 𝘴𝘱𝘦𝘤𝘪𝘢𝘭𝘪𝘻𝘪𝘯𝘨 𝘪𝘯 𝘱𝘳𝘰𝘷𝘪𝘥𝘪𝘯𝘨 𝘵𝘢𝘹 𝘱𝘳𝘦𝘱𝘢𝘳𝘢𝘵𝘪𝘰𝘯, 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘭𝘪𝘵𝘦𝘳𝘢𝘤𝘺 𝘴𝘶𝘱𝘱𝘰𝘳𝘵 𝘵𝘰 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘯𝘢𝘵𝘪𝘰𝘯𝘸𝘪𝘥𝘦.Established the vision, operating model, and financial suite of services across 6 locations nationwide. Oversees a team of 9 direct reports engaged in tax, credit, coaching, and business consulting services.❑ Initiate and structure the firm’s risk and compliance training program, and facilitate projects in collaboration with staff; develop a strategy focused on the impact of state guidelines, tax, and regulatory mandates.❑ Maintain effective risk rating and monitoring guidelines to include ongoing assessments, reviews, and analysis of account activities; designed a program that reduced tax liability by 47% for 100’s of clients. ❑ Oversee the tax preparation process, reviews, and manage all reporting requiring in-depth analysis and research; standardized office SOPs, creating an increase in efficiency by 60%.❑ Prepare Articles of Inc documentation for clients to formulate LLCs, C Corps, and S Corps, including Tax ID Corporate kit and yearly requirements.❑ Serve as SME to clients in taxation litigation through planning and compliance; craft various returns for partnerships, individuals, and businesses.❑ Conduct research on tax laws, evaluating techniques to minimize client liability, leading to a surge of ineligible deductions, credits, adjustments, and reimbursement filings with adherence to IRS standards.❑ Orchestrate training programs for staff, management, and clients, supplying guidance and coaching as needed; functioned as knowledge expert to stakeholders for all related inquiries.❑ Offer real estate consulting support for buyers/sellers, including providing loan assistance, property location services, investment properties, credit preparation, and counsel for business partners.

𝘛𝘩𝘦 𝘊𝘰𝘷𝘦𝘯𝘢𝘯𝘵 𝘪𝘴 𝘢 𝘯𝘰𝘯𝘱𝘳𝘰𝘧𝘪𝘵 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘰𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘯𝘨 𝘢𝘯𝘥 𝘦𝘲𝘶𝘪𝘱𝘱𝘪𝘯𝘨 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘴 𝘸𝘪𝘵𝘩 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘢𝘯𝘥 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘭𝘪𝘵𝘦𝘳𝘢𝘤𝘺 𝘧𝘰𝘳 𝘤𝘳𝘦𝘥𝘪𝘵 𝘢𝘯𝘥 𝘩𝘰𝘮𝘦𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱.Conceptualized the business strategy and formed a mission-focused organization to provide educational resources and empowerment for individuals seeking financial literacy resources. ❑ Provide leadership, budget oversight, and guidance for the organization through managing staff, optimizing fundraising, deploying new programs, and collaborating with key stakeholders to expand the company footprint. ❑ Engage as a speaker at special events to promote the company and develop new relationships with businesses and nonprofit organizations to enhance outreach. ❑ Partner with enterprises, nonprofits, associations, and community stakeholders to facilitate tax, credit education, and homeownership strategies. ❑ Implement and augment financial literacy and business consulting programs through market research and consumer behaviors that impact the community.❑ Develop and implement a reporting/metric, consistent inventory, and cost accounting policies/ procedures; manage the build-out of an operational-based financial model to forecast business performance.❑ Retain a diverse, highly qualified staff and volunteers by providing credit coaching, personal development, and growth opportunities to ensure effective service delivery and robust funding relationships.