Experienced Income Tax Practitioner for Small Business, Non-Profit & Personal Income return preparation & planning. Enrolled Agent licensed to practice before the IRS. Accountant with significant Small Business experience producing Financial Statements as well as Planning to Optimize tax benefits of LLC’s and S-Corps. Licensed Life, Health, Annuity and Disability agent (Multi-States) for Individuals and Groups.Quickbooks ProAdvisor, and Small Business Start-up advisor. Volunteers to educate startup business owners about Entity and Tax issues.Passionate about Financial Literacy, especially for youth and have volunteered time to teach school-age children about Origins of Money, Spending & Saving, Assets & Liabilities, Money Goals, IOU's (Borrowing), and Banking.
Listed skills include Fixed Annuities, Retirement, Insurance, Estate Planning, and 41 others.