QuickBooks Point of Sale V8 Certification Course – October 2009
QuickBooks Enterprise Solution V9 Certification Course – June 2009
QuickBooks Pro Advisor Advanced Certification – May 2009
QuickBooks 2008 & 2009 Certification Courses – May 2009
St. Petersburg College 2008 Tax Preparers’ Seminar – January 2009
Enrolled Agent Special Enrollment Examination – December 2008
QuickBooks 2007 Certification Course – July 2008
AIPB Mastering the C Corporation Tax Return Form 1120 - December 1996
AIPB Mastering the S Corporation Tax Return Form 1120S - September 1996
H&R Block Basic Income Tax Preparation Course - December 1994
Polytechnic Institute of New York B.S.E.E. - Graduated 1982
Experience History
My experience includes over 15 years providing accounting, bookkeeping, and tax preparation services to individuals and small businesses. This includes preparation of financial statements, accounts payable, accounts receivable, inventory tracking, bank reconciliations and write up, processing of payroll and associated tax forms, sales tax preparation for various states and preparation of federal and state business and individual tax returns.
I am also an enrolled agent, a federally licensed tax practitioner who has the technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers for audits, collections and appeals before all administrative levels of the Internal Revenue Service.
I am an advanced Certified QuickBooks Professional Advisor and have been using QuickBooks accounting software for over 15 years. I am certified in QuickBooks Pro, Premier, Enterprise and Point of Sale editions. I can assist you in deciding on which QuickBooks package is right for your business and provide installation of the software, setup of your QuickBooks data file and training of you and your employees on how to use QuickBooks. I also provide the necessary services to help you maintain your QuickBooks data file and be able to use the functions and reports contained in QuickBooks to help you efficiently run your business.
Over the years my firm has provided consulting services to many different types of business entities including sole proprietorships, partnerships, C and S corporations and Limited Liability Companies (LLC). We have also handled the books for various types of businesses from service oriented businesses such as attorneys and property management, to wholesale and retail sales and manufacturing businesses.
We can also assist you in managing your fixed assets, making sure that you use the tax laws to your advantage in expensing these assets on your tax returns.
Personal service is our motto. We will come to your home or office as needed to help you with any or all of your bookkeeping, accounting and tax preparation needs.
Please call at your convenience and schedule your FREE one hour initial consultation so that we can show you how we can support your world.
Additional information and references available upon request
