Self-employed Tax Preparer
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Self-employed Tax Preparer Employees
Ridgeview Christian School August 2013 - Present
Self-employed Tax Preparer January 2005 - 2014
Ridgeview Christian School September 2004 - May 2013
Amy's Paleo Meals, LLC May 2012 - December 2012
Shenandoah Valley Diesel July 2012 - October 2012
Brown's Classic Flooring May 2006 - June 2009
Skills
Teaching, Early Childhood..., Building Relationships, K-12, Lesson Planning, Organization, Close Attention to..., Communication, Flexibility, Accountability, Bookkeeping, Tax Preparation, Payroll, Accounts Payable, Accounts Receivable, Payroll Taxes, Office Management, QuickBooks, Collections, Personal Finance, Cost Savings Strategies, Fundraising, Healthy Lifestyles, Nutrition Education, Nutritional Counseling, Gluten Free, Allergy, paleo diet, Cooking, Internet Savvy, Facebook, Tax
Education
Association of Christian Schools International 2013 — 2013
Teaching Certification, Elementary Education and Teaching
Faith Bible institute 2009 — 2011
Diploma, Bible/Biblical Studies
University of Central Oklahoma 1990 — 1994
Bachelor of Arts (B.A.), Sociology
University of Central Oklahoma 1990 — 1992
Associate of Arts (AA), Accounting
Putnam City North High School 1988 — 1990
Accounting
McArthur High School 1986 — 1987
Apollo Middle School 1983 — 1986
Self Employed January 2013 - Present
Self-employed Tax Preparer January 2013 - Present
CapCom Financial Services January 2007 - Present
The Ayco Company, L.P. July 2001 - May 2006
The Ayco Company, L.P. November 1993 - July 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Financial Planners, Tax, Tax Preparation, Retirement, Auditing, Series 7, Financial Analysis, Income Tax, Accounting, Mutual Funds, Insurance, Valuation, Investment Advisory, Restricted Stock
Education
SCCC
AAS, Accounting
University at Albany, SUNY
Bus Ed
Self Employed Tax Preparer January 1969 - Present
U. S. Department of Health and Human Services July 2002 - February 2015
State of Florida - Attorney General Offiice March 2001 - July 2002
State of Florida - Florida Dept of Law Enforcement 1999 - 2001
Skills
Certified Pubic..., Certified Fraud Examiner, Certified Business..., Auditing, Fraud Investigation, Forensic Accounting, Tax Preparation, Fraud, Personal Budgeting, QuickBooks, Quicken, Turbo Tax, Microsoft Office, Microsoft Excel, Accounting, Payroll, Internal Audit, Corporate Tax, Internal Controls, Financial Reporting, Corporate Governance, GAAP, Analysis, CPA, Sarbanes-Oxley Act, Tax Returns, Financial Accounting, Budgets, Financial Statements, Tax, General Ledger, Tax Accounting, Income Tax, Enterprise Risk..., IT Audit, Managerial Finance, Financial Analysis, Accounts Receivable, Private Investigations, Sales Tax, Forensic Analysis, CISA, Partnership Taxation, Strategic Financial..., Sarbanes-Oxley, Consolidation, IRS, Financial Planning
Education
Florida Atlantic University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
University of Texas at Tyler 1985 — 1985
Accounting and Computer Science
Henderson County Community College 1982 — 1984
Associate of Science (A.S.), Accounting and Computer Science, 3.96 GPA
The Apartment Company January 2012 - Present
The Apartment Company 2011 - 2015
The Apartment Company 2011 - 2015
Self Employed Tax Preparer January 2011 - May 2011
Vaco Staffing August 2009 - December 2010
No Fear September 2009 - January 2010
Unitrin Direct July 2007 - November 2007
24 Hour Fitness February 2004 - January 2007
Metro PCS February 2006 - December 2006
24 Hour Fitness February 2004 - January 2006
Skills
QuickBooks, Account Reconciliation, Auditing, Accounting, Invoicing, PeopleSoft, Accruals, Microsoft Excel, Bookkeeping, Spreadsheets, Tax, Customer Service, JD Edwards, Credit, Time Management, Payroll
Education
Cal State San Marcos 2002 — 2005
Accounting
Mira Costa Community College 1991 — 2005
Associates of Arts Degree, General Studies; Accounting
MiraCosta College 1992 — 2002
AA, Accounting
Book of Numbers January 2007 - Present
Willow Creek Community Church July 2003 - May 2009
Self-Employed Tax Preparer January 1980 - December 2006
Health & Life Ins Sales Rep May 2002 - October 2003
Morahan & Company December 2000 - May 2002
DDS Partners December 1999 - December 2000
Detterbeck Johnson & Monsen, Ltd. January 1999 - November 1999
Kennedy Wilson January 1997 - January 1999
Baldwin Development/Asset Mgt Co January 1993 - January 1997
JMB Realty Corporation 1988 - 1993
Skills
Accounts Payable, Accounting, Tax Return Preparation, Tax Reduction Strategies, Income Tax Planning, Payroll Processing, Payroll Taxes, Sales Tax, Tax Preparation, Financial Reporting, Financial Planning, Budgeting, Office Automation, Bookkeeping, General Ledger, Small Business, Tax, Non-profits, Excel, Financial Accounting, Income Tax, Budgets, QuickBooks, Fixed Assets, Microsoft Excel, Strategic Financial..., Tax Returns, Payroll, Management, Nonprofits, Financial Statements, Tax Accounting, Corporate Tax, GAAP, Training
Education
Ball State University - College of Business 1983 — 1986
BS, Accounting
Purdue University 1982 — 1983
East Central High School 1978 — 1982
Diploma
Self-Employed Writer January 1996 - Present
Self-Employed Tax Preparer January 1990 - Present
Education
Cleveland State University 1980 — 1986
BA, Political Science, Accounting
National Democratic Institute (NDI) January 2012 - Present
Self Employed Tax Preparer January 2011 - December 2012
USAC July 2006 - December 2011
H & R Block November 2004 - August 2010
American Institute of Physics December 2003 - July 2006
Calibre CPA Group December 2001 - November 2003
Ernst & Young, LLP November 1999 - December 2001
Office of Personnel Management May 1998 - November 1999
Skills
Microsoft Excel, Microsoft Office, Internal Audit, Operational Risk, CCH ProSystem fx, Auditing, Analysis, Internal Controls, IT Audit, Enterprise Risk..., Tax, Budgets, Account Reconciliation, Management, Financial Audits, Risk Assessment, Financial Statements, Leadership, Accounting
Education
King's College 1994 — 1998
B.S, Accounting
Self-employed Tax Preparer January 2008 - Present
Skills
Auditing, Accounting, Tax, CPA
Education
Drake University
B.S.B.A. Bachelor of Science in Business Administration, Actuarial Science
Minnesota State University, Mankato
Bachelor’s Degree, Accounting
SueWooFood August 2009 - Present
Self Employed Tax Preparer January 2010 - December 2012
Asian American Recovery Services, Inc. March 2008 - August 2009
International AIDS Society-USA November 2007 - March 2008
A&PI Wellness Center July 2005 - May 2007
DCM-SF Symphony April 2000 - October 2006
Skills
Non-profits, Community Outreach, Program Development, Program Evaluation, Grant Writing, Volunteer Management, Fundraising, Event Planning, Research, Grants, Case Managment, Mental Health
Education
San Francisco State University 1973 — 1979
BA, Psychology
Primerica Financial Services June 1992 - Present
Self Employed Tax Preparer January 1973 - April 1998
NYC Department of Education September 1977 - June 1982
Skills
Work Ethic, Retirement Planning, Integrity, Series 63, Leadership, Securities, College Education..., Series 6, Fixed Income, Fixed Annuities, Debt Elimination, Mutual Funds, 529 Plans, Retirement, Investment Advisory, Term Life Insurance, Long Term Care Insurance, Series 65, series 26, Debt Settlement, Recruiting
Education
Polytechnic University 1972 — 1976
Bachelor of Science (BS), Mathematics
Self-Employed Tax Preparer January 2011 - Present
US Airways August 2006 - January 2011
Education
Arizona State University - W. P. Carey School of Business 2002 — 2006
iSymmetry April 2012 - Present
Self-Employed Tax Preparer March 2011 - April 2012
iSymmetry 2003 - 2009
Skills
Recruiting, PeopleSoft, Customer Service, Microsoft Excel, Human Resources, SAP, Financial Analysis, Budgets, Applicant Tracking..., Marketing Strategy, Account Management, Process Improvement, Business Analysis, ERP
Education
Cleveland State University 1973 — 1979
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company April 2010 - May 2013
Self Employed Tax Preparer October 2006 - April 2010
Skills
Leadership, Training, Recruiting, Interviewing Skills, Financial Recruiting, College Recruiting, Estate Planning, Life Insurance, Retirement, Small Business, Retirement Planning
Education
Roberts Wesleyan College 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Self Employed Public Accountant June 1973 - Present
Self Employed Tax Preparer June 1972 - Present
Lawrence J Steinik & Co. June 1970 - Present
NY Office of the Medicaid Inspector General December 1977 - December 2007
Peat Marwick June 1970 - June 1972
Skills
Income Tax, Tax Returns, Tax Preparation, Sales Tax, Bookkeeping, Tax, Corporate Tax, Accounting, QuickBooks, Journal Entries, General Ledger, Accountants
Education
New York Institute of Technology-Old Westbury 1966 — 1970
Bachelor's degree, Accounting
CHESHIRE ACADEMY 1964 — 1965
HIGH SCHOOL
self employed tax preparer 1982 - Present
Skills
Accounting, Tax, Tax Returns, Customer Service, Tax Preparation, Nonprofits, QuickBooks, Public Speaking, Fixed Assets, Microsoft Office, Team Leadership
Education
The University of Georgia 1959 — 1963
AB, History and Education
Push Fitness For Women June 2013 - Present
Carmel Turf Care October 2007 - May 2013
Homes By Reckelhoff January 1997 - May 2007
Self Employed Tax Preparer February 1991 - August 1997
Skills
Payroll, Budgets, Office Management, Human Resources, Accounting, Bookkeeping, Interviews, Tax, Corporate Tax, Microsoft Excel, Customer Service, Microsoft Office
Education
Purdue University
Bachelor's degree, Clinical Psychology and Business