Ready to elevate your tax preparation business? Book a call with me to discuss how I can help streamline your operations and enhance your team's expertise. During our call, we'll explore tailored strategies for training your staff on essential tax forms and the latest tax laws. Choose a time slot below that works best for you, and let's take the first step towards optimizing your tax preparation services.
With decades of hands-on experience in the tax accounting field, I bring a wealth of knowledge and expertise that can significantly benefit your firm. My deep understanding of tax laws, regulations, and best practices ensures that your tax preparation processes are efficient, accurate, and compliant.
My extensive experience includes proficiency in handling complex tax scenarios, including Schedule C returns and amendments. This specialized skill set enables me to guide your team in managing these intricate tasks with confidence and precision.
I can develop a comprehensive tax preparation curriculum tailored to your firm's needs, ensuring that your staff is well-equipped to handle various tax situations. If you already have a curriculum, I can enhance it and provide expert training to your team, ensuring consistency and excellence in your services.
I offer flexible support options during tax season, including regular Q & A sessions and on-demand assistance. This personalized support ensures that your team has access to expert guidance whenever needed, reducing errors and improving client satisfaction.
My advisory services focus on streamlining your tax preparation processes, identifying areas for improvement, and implementing best practices. This leads to increased efficiency, reduced turnaround times, and higher productivity for your firm.
By leveraging my expertise, your firm can avoid costly mistakes and ensure compliance with tax regulations. My services are designed to provide significant value, helping you achieve a high return on investment through improved accuracy and client trust..
My professional background includes successful roles as an Account Payable Specialist, Mathematics Instructional Assistant, Pathways School Recruiter, IRS Certified Intern, Seasonal Site Coordinator, VITA/IRS Tax Program Assistant, VITA/IRS Tax Virtual Program Manager, DPSCD IRS Tax Program Manager, and Senior VITA/IRS Program Manager. This diverse experience underscores my ability to adapt and excel in various tax-related roles.
I possess excellent communication skills, enabling me to effectively convey complex tax concepts to your team. My training methods are engaging and easy to understand, ensuring that your staff can apply new knowledge confidently and accurately.
Every firm has unique needs, and my advisory services are tailored to meet those specific requirements. Whether you need comprehensive curriculum development, targeted training, or ongoing support, I provide customized solutions that align with your firm's goals and budget.
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