TaxAlmanac:Featured article/August 4, 2005

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TaxAlmanac:User Introductions

Hi, and welcome to TaxAlmanac! If you're new to our community, drop us a note here and tell us a little bit about yourself. Most importantly, we would like to know about your interests, your areas of knowledge, and the sorts of things you'd like to work on here at TaxAlmanac. That makes it easier for us to help you start editing. We'd also appreciate it if you told us how you found out about TaxAlmanac.

Introduce yourself by clicking here,

Isabel A. D. Bengtson, E. A.

I am a tax accountant who is an Enrolled Agent. I also have a master's degree in Taxation. In the area of the country that I live in, the tax preparers/accountants were approached to add financial services to our practices. So, I hold a series 6 and 62 license. This allows me to service my clients in the area of mutual funds. I have been in practice 21 years. I do mostly personal, Sch C, partnership, trusts, estates. I am a member of NAEA and NATP. I also am a notary public. We do wear a lot of hats sometimes. I find that I collect resources for my clients, so that when they have a problem, I have someone that I can recommend that they use. My practice is year round, but I am busiest during tax season. I am a one person office since I decided when I started that I wanted to do taxes, not to manage other people. I heard about the TaxAlmanac through an email from Proseries (TurboTax Professional). Taxqueen Ben7440105 08:48, 7 Aug 2005 (CDT)

Taxladyml, EA, NTPI Fellow

Hi everyone! Since 1992 I have owned my own tax business in a town with a population of about 17,000. I earned my Enrolled Agent designation in 1999. I am a Fellow of NTPI (National Tax Practice Institute) having completed their three-year program in Representation and Practice before the IRS. I am a member of NAEA, NSTP & NATP. I started my tax career by working and teaching for 2 years for H&R Block. I offer ‘after the fact’ payroll quarterly forms preparation in addition to Washington State payroll & tax forms (we do not have a state income tax).

During the tax season I employ 3 preparers and a receptionist to assist me in preparing approximately 1200 returns, 95% of which we e-file. My office specializes in individuals and Sch C businesses, 25 – 30 of which are daycare operators.. We prepare approximately 25 partnerships and S-Corps. I have been an instructor for the AARP Tax Aide program and I currently teach Recordkeeping for Daycare Operators for Catholic Family Services.

I hope this resource grows as I would like to learn from others experiences. I found out about TaxAlmanac from a Lacerte Software Newsletter.

Taxladyml 17:02, 27 Jul 2005 (CDT)

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