Bio
Credentials
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Certified Specialist in Estate Planning - CSEP
National Institute for Excellence in Professional Education -
CPA
State of Maryland
Experience
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MILES TAX ADVISORY
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Baltimore, Maryland Area
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Owner
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1995 - Present
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Baltimore, Maryland Area
Owner of small tax practice. Specialize in estate taxes, trust taxes, gift taxes, generation-skipping taxes and individual income taxes. Experienced in dealing with multi-state tax issues.Provide estate planning services, partnering with estate planning law firms to draw up trust and other documents.
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Tax Accountant
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2007 - 2009
Corporate excise tax accountant. Performed tax research, tax compliance and tax advise on sales and use taxes and personal property taxes for high end restaurants in 15 states.
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Senior Accountant
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1998 - 2007
Fixed Asset, Sales & Use Tax, and Personal Property Tax Accountant.
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Auditor
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Sep 1978 - Dec 1989
Federal auditor
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Collections
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1973 - 1977
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Education
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1975 - 1978University of Baltimore
BS, Accounting -
South Carroll
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