Bio
Experience
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Intuit Accountants
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California, United States
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Income Tax Expert
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Jan 2011 - Present
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California, United States
Prepare Individual Federal and State tax returns. Intuit TurboTax simple to complex returns prepared online.
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self-employed tax preparer
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H&R Block
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Fleming Island
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Enrolled Agent
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Sep 2016 - Sep 2023
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Fleming Island
Prepare tax returns for general public and represent taxpayers before the IRS.
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Intuit
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remote
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Seasonal Tax Advisor
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Dec 2011 - Apr 2013
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remote
I assisted taxpayers by chat and phone to prepare their tax returns on TurboTax software.
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Tax Preparer, EA
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Dec 2008 - Jun 2011
I prepared tax returns for customers using H&R Block tax return software. I represented customers during IRS field and office audits. I also represented taxpayers who appealed the decision of the IRS auditor.
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Internal Revenue Service
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Jan 1984 - Aug 2007
While working for IRS, I was a Taxpayer Service Representative, Field Revenue Agent and ACS Collection Representative. I was a VITA site coordinator while working in Taxpayer Service in West Palm Beach. I taught classes to VITA volunteers and set up sites where volunteers prepared returns for the public.
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Education
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2014 - 2014Tax Talk Today
certificate completing 15 hours CPE, Tax Law/Taxation and Ethics -
1985 - 1989University of North Florida
Bachelor of Business Administration (BBA), Accounting and Finance -
1981 - 1984University of South Florida
Associate of Arts (AA), Accounting and Finance -
1982 - 1983University of South Florida
Associate of Arts - AA, Accounting and Business/Management
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