From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search
CFP This user is a Certified Financial Planner.

EA This user is an Enrolled Agent.

• Certified Financial Planner.
• Enrolled Agent.
• Certified QuickBooks ProAdvisor.
• Bachelor's degree in Accounting.

CFP(R) since April 2012.
Enrolled Agent since January 2008.

Earlier employed with H & R Block Tax and Business Services. This division of H & R Block (earlier known as American Express Tax and Business Services) catered to high net-worth individuals and business entities.

I have also worked for CPA firms, as well as on QuickBooks accounting assignments.

Experienced in the following tax and accounting software programs: ProSystem fx, UltraTax CS and QuickBooks.

Located in: San Francisco Bay Area, Northern California.

Personal tools