Experience

Valley Oak Financial, PLC

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Operations

  • May 2016 - Present

  Our mission is to build clients for life and create raving fans. Valley Oak is not your typical CPA & Financial Firm - we believe there is a great difference between tax preparation and tax planning. Most business owners assume when getting their taxes prepared, their tax advisor would tell them if there was a way to lower their income taxes. Unfortunately, this is a horrible assumption and we want to educate business owners on what tax reduction opportunities they may be missing. On average, after meeting and engaging us, our clients save anywhere from $8,000 - $15,000 in personal income tax year-after-year, sometimes more. There are also several other one-time opportunities to reduce, defer, and sometimes eliminate income taxes when the opportunity presents itself. We are here to help assure you don't miss your opportunity to save these crucial dollars. How do we accomplish this? We use a customized tax plan, our “Tax BluePrint”, which puts the tax code to work for your benefit through one or many of our proven tax strategies. We believe that the power of a dollar is best utilized in the hands of the business owner or entrepreneur and it is a top priority of ours, that is keeping your hard earned dollars in your pocket, to the fullest extent of the law. Alicia's personal role within the firm is assisting Matthew Rzpeka, CPA, CFP, in business development opportunities on both the accounting side, and investment and insurance. She makes sure action items are properly executed and handles all client communications. She is licensed to sell life insurance in Michigan and is a believer that if properly utilized, life insurance is one of the best tax-free income and retirement vehicles available. If you are looking for a forward-thinking, anti-status quo, and someone who wants you to pay less tax - look no further. Show less



ADP

• United States
• Human Resources Services
• 700 & Above Employee

• Area District Manager

  • Jul 2013 - May 2016

  It’s not a small business – it’s your business. We understand. That’s why over 425,000 businesses with under 50 employees rely on us for payroll, tax, benefits administration, retirement, and insurance.Our goal is to assist your organization with streamlined cash flow tools, help retain your workforce, and mitigate your risk with our powerful, cloud-based human resource management and payroll platform, RUN Powered by ADP. RUN powered by ADP's award winning platform is now serving more than almost 400,000 organizations world-wide!About ADPADP® is one of the largest providers of business processing and cloud-based solutions – including human resources, payroll, benefits and talent management. We build configurable solutions that can fit your organization’s unique goals and increase your productivity. ADP® serves about 620,000 organizations in more than 125 countries, including 425,000 small-business clients. Over 80 percent of FORTUNE 500® companies and more than 90 FORTUNE 100 companies use at least one of ADP’s services. Show less

• District Sales Manager

  • Apr 2012 - Jun 2013

• Associate District Manager

  • Aug 2011 - Mar 2012