Bio
Experience
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Member
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CTEA
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Austin, Texas Area
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Member
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2007 - Present
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Austin, Texas Area
This organization, Capital of Texas Enrolled Agents, conducts monthly luncheons with professional speakers (often from the IRS) which provide 1 CE hour that is good for Enrolled Agents, accountants, and lawyers. The group is made up of Retired IRS employees who now work as Enrolled Agents, tax la...
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MASTER TAX ADVISOR and ENROLLED AGENT
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Jan 2004 - Apr 2014
Work year round to assist clients in completing tax returns and resolving federal and state tax problems using proprietary softwareEarned IRS Enrolled Agent certificationInterview and counsel clients in financial and tax mattersReview, research and verify financial documents and sources of inform...
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LEGAL ASSISTANT
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Nov 1989 - Aug 2001
Worked for lawyer specializing in Estates, Taxes, and Real Estate using WordPerfect and special tax software (including data base management) to prepare legal documents and tax returns and forms for federal and state estates, trusts, and individuals Completed self-study and pursued paralegal cert...
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COMPUTER SPECIALIST
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Dec 1988 - Nov 1989
Received third cash Sustained Superior Performance
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HOUSING OFFICER
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Nov 1987 - Dec 1988
Received second cash Sustained Superior Performance
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ADMINISTRATIVE ASSISTANT
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Nov 1985 - Nov 1987
Worked as Assistant to military department head who was the base Legal Officer, Security Officer, and Administrative Officer for the commandReceived first of three cash Sustained Superior Performance AwardsCollected, analyzed, and prepared periodic government reportsPrepared and filed legal JAG (...
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SDC
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Norfolk, Virginia Area
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COMPUTER PROGRAMMER Systems Development
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Jul 1984 - Oct 1985
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Norfolk, Virginia Area
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Naval Weapons Center
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China Lake, CA
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PERSONNEL SPECIALIST
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Feb 1977 - Oct 1980
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China Lake, CA
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Gaston Elementary School
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Gaston County, NC
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SCHOOL TEACHER
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Aug 1972 - Jun 1973
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Gaston County, NC
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Education
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1968 - 1972Grove City College
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Grove City College, Penn State University
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Industry Focus. “Accounting and Auditing”
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