Roberta Davis, Ms Accountancy, Mba, Ea work email
- Valid
Roberta Davis, Ms Accountancy, Mba, Ea personal email
I recently graduated from U of Illinois MS in Accountancy program with tax and data analytics specializations. Experienced Utilities Analyst, Master Tax Advisor and MBA with a demonstrated history of working in several CPA firms, tax prep companies, and the retail, real estate, education, hospitality and financial services industries. Strong accounting professional skilled in financial statements, budgeting, tax preparation, estate planning, wealth management, multi-state taxes, sales tax, research, depreciation, and fixed assets. Expertise with QuickBooks, Excel, Ultra Tax, CCH, Drake Tax, ProSeries, MS Dynamics, BNA and Lacerte software.
Self-Employed
-
Principal OwnerSelf-Employed Jan 2010 - PresentPhoenix, Arizona, United StatesMy clients love the extra attention they get by working with me. Our goal is to pay the least tax liability while filing accurate, complete tax returns. We also use my business expertise to make the smartest business decisions using tax forms and financial statements. Finally, we use tax laws to plan how our current activities affect plans for retirement and wealth transfers to future generations. I love what I do!
-
Tax AnalystIntuit Aug 2020 - Feb 2021Remote AzAnalyze tax law, form changes and instructions for tax-compliant product releases. Establish requirements for tax flow and calculation changes. Review screens and editorial help to ensure tax requirements are accurately reflected. Optimize products for our consumers. -
Master Tax AdvisorH & R Block Nov 2000 - Aug 2020Scottsdale, AzTypically prepare more than 300 individual tax returns working FT tax seasons. Awarded a "star" for being 263rd nationally in Top 1000 Tax Pros. Awarded "Most Valuable Office Professional" 2006 Tax Season in the Mesa AZ District. -
Public Utilities AnalystAz Corporation Commission Sep 2017 - Feb 2020Phoenix, Arizona Areao Analyze and audit complex financial data submitted in utility company filings. o Determine fair rates that balance rate payers’ interest in receiving affordable reliable service with utilities’ interest in earning a reasonable rate of return on investment.o Apply regulatory accounting rules, federal and state statutes and Commission policy guidelines to docketed filings.o File staff reports and testimony presenting Staff recommendations. o Explain findings and conclusions at Commission hearings and Open Meetings.
-
TreasurerPhoenix Ski Club May 2015 - Apr 2017Phoenix, Arizona AreaElected for two years as Treasurer and member of the Board of Directors. Managed receivables and payables daily, prepared financial statements monthly, and prepared the Federal Form 990 non-profit tax return annually. Used Quickbooks and Excel to record transactions and allocate income and expenses to events by class. Tracked ski trip and social event payments to vendors by due dates. Prepared budgets and compared them to prior years. -
Tax Advisor Ea - TurbotaxIntuit Jan 2013 - Apr 2013Remote AzI provide expert tax advice to TurboTax customers while I work from home. My nation-wide team of EAs and CPAs use our extensive tax knowledge and exceptional people skills to consult with our customers.
-
Ask A Tax Expert - Turbo Tax AdvisorIntuit Jan 2012 - Apr 2012Researched and answered customers' tax questions and resolved software issues. Provided in-depth tax advice via incoming telephone calls and online chat. Provided written summaries of solutions to customers by email. Received customer satisfaction ratings of 99%, highest on the team. -
Lead Tax AssociateMcgladrey Llp Now Known As Rsm Us Llp Feb 2007 - Apr 2012Phoenix, Arizona AreaSeasonal tax preparer in the Private Client Group. Prepared corporate, partnership, individual, gift, and trust tax returns.
-
Senior AssociateAbalos & Associates, Pllc Merged With Redw Llc 11/1/2012 Jun 2010 - Aug 2011Phoenix, ArizonaPrepared business and individual tax returns. Prepared client accounting, including write up, month end closing and journal entries. Prepared financial statements and compilations. Year -end tax planning and projections, tax research, consulting and special engagements.
-
Staff AccountantPrice Kong & Company Jan 2008 - Apr 2009Prepared individual, corporate, partnership, payroll, retirement, business property tax returns, forms, and schedules. Prepared financial statements and did monthly accounting and compilations.
Roberta Davis, Ms Accountancy, Mba, Ea Education Details
-
Accounting -
Accounting, Marketing
Frequently Asked Questions about Roberta Davis, Ms Accountancy, Mba, Ea
What company does Roberta Davis, Ms Accountancy, Mba, Ea work for?
Roberta Davis, Ms Accountancy, Mba, Ea works for Self-Employed
What is Roberta Davis, Ms Accountancy, Mba, Ea's role at the current company?
Roberta Davis, Ms Accountancy, Mba, Ea's current role is Principal Owner of MY AZ TAX PRO LLC, Accounting & Tax Preparation Firm.
What is Roberta Davis, Ms Accountancy, Mba, Ea's email address?
Roberta Davis, Ms Accountancy, Mba, Ea's email address is ro****@****uit.com
What schools did Roberta Davis, Ms Accountancy, Mba, Ea attend?
Roberta Davis, Ms Accountancy, Mba, Ea attended University Of Illinois At Urbana-Champaign, Arizona State University.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial