Accounting and Management
Foundation
Bachelor of Business Administration in Accounting
Bachelor of Science in Computer Information Systems
Graduated summa cum laude from University of Texas at Tyler
Qualified to sit for the CPA exam in Texas
Multiple years of experience with either management experience or contributions to management, my skills span the fields of tax accounting, financial, management, and information.
I have detailed oriented skills related to accounting, finance, and a complehensive knowledge of business processes.
Excellent written communication and project management skills.
Proficient with Windows, Office (including Excel), exceptional knowledge of system and software maintenance
[ sync with interests summary ]
Tax Accounting
IRS Enrolled Agent (2014 - present)
Internship:
Prepared tax returns for CPA firm in Tyler including individual tax returns, including schedule C, E, and some trusts.
Volunteer Tax Counselor:
Worked as tax preparer, quality reviewer in local VITA (2012 -2016)
Worked at Counselor in the AARP Foundation Tax-Aide program (2014 - 2016)
In 2015 and 2016, I prepared about 200 returns and reviewed another 200-300 returns for quality.
Research and Writing:
Researched tax issues as needed, including education credits. Wrote multiple articles on Education Credits, and the book Education Tax Credits: And Other Educational Incentives.
Software:
Knowledgeable in Lacerte and TaxWise.
Also prepared volunteer tax reference resource for TaxWise.
Familiar with other tax preparation software.
Tangential Interests
Closely follow trends in Accounting and Taxation. Also have interests in financial planning (specifically tax planning), retirement planning, Social Security, pensions and IRAs, rollovers and recharacterizations, IRA investments.
Special study in education planning including Section 529 plans, financial aid, and tax credits.
Links
Blog Posts
Management & Financial Accounting
Bookkeeping:
Brief ..
Knowledgeable of Quickbooks, Quicken, Excel, and other tools for financial management
Organizational and operational skills.
Assist others, troubleshooting.
Manage Print/Copy Operations:
Supervision of copy center, pressroom, stock & bindery department, warehouse, shipping.
Filing and order processing systems and procedures.
System software maintenance: Restructured pricing structure to reflect actual costs.
Inventory Control:
Extensive Inventory Control management and projects
Purchasing and inventory control of paper, supplies for printing.
Developed inventory control databases. Production, Stores.
Other Management:
Newspaper and magazine circulation management.
Warehouse/distribution management, receiving, shipping
Projects
