I help clients keep their money by avoiding rip-offs, mistakes, and taxes. Think of me as an auditor on your side.

VITA Site Coordinator for services based learning classes.-Site coordinator for two VITA sites assisting over 300 taxpayers and getting over $550,000 for members of the communityPrinciples I-Teaching new accountants the basics of accounting.

Collaborate with audit teams to find efficient ways to use data.Building sampling plans by balancing audit resources and the need for accurate information.Visualize and build dashboards for potential issues using advanced visualization tools such as Power BI, D3 API, and Tableau.-Write and implement software that automatically performs audit tests to inform risk assessments.Made meaningful recommendations that:- Saved over $100,000 in lost reimbursements.- Corrected over $40,000,000 of misstatements in managerial accounting documents.- Closed a gap in oversight that applied to over $2,000,000 in transactions.

-Analysis of financial documents-Coordination with brokerage firms-Coordination and advice on charitable contributions

-Deliver financial planning and tax planning information in a call center environment.-Guide employees making calls based on my review of calls and the current business needs.-Prioritize multiple tasks with overlapping deadlines.-Create content for online and in person presentations regarding financial planning.-Mange technology for delivering online content and report on new technology alternatives.

-Compile attestation reports of conservator reports.-Create and manage a database to track caseload and audit findings.-Conduct audits and investigations related to probate estates.

• Assessed financial information including bank records, tax returns, budgets, and business documentation for pre-sentencing investigation reports.• Evaluated financial ability to pay restitution with uncooperative probation clients.• Located concealed bank accounts and other assets using state databases, public records, and provided documents.• Submitted written reports with expert opinion to the District Attorney for probation violation hearing.

• Addressed taxpayer concerns, answered taxpayer questions, and resolved verbal protest issues. • Exceeded personal quotas by assisting over 400 taxpayers per week including those with complicated tax issues.• Resolved various issues involving individual income, oil and gas severance, wage withholding, sales, and retailer’s use taxes.