History of

Recent Employment and Experience

This is a representative list of recent employment and experience, reflecting expertise/practice in the areas of Tax Accounting, Management, and Information Technology. It does not include many older positions in the printing industry and with supervisory experience. For a more complete review of any particular area, please refer to my Interests and/or Projects sections. Contact me for more details about my employment history.

Tax Accounting

Volunteer Tax Counseling

PATH (2012 - 2016)

Tax Preparer and Quality Reviewer: Prepared individual tax returns, reviewed other tax returns for quality, and provided tax counseling to clients. Certified at the Advanced level and to prepare specialty returns including Health Savings Accounts, and for Foreign Students, Military, and International returns.

Tax-Aide (2014-2016)

Counselor: Prepared individual tax returns, reviewed other tax returns for quality, and provided tax counseling to clients. Certified at the Advanced Level.

Tax Research / Writing

Education Tax Credits (2015)

Published book covering the requirements and opportunities available for claiming education credits. See my Education Tax Credits book page for a more complete description.

I also write accounting related posts to my blog, Switched Keys.

Accounting Intern

Squyres, Johnson, Squyres & Co., LLP (January 2012 - April 2012)

Prepared federal and state income tax returns for individuals using Lacerte during my final semester at UT Tyler.


Copy Center Manager/Printer

The University of Texas Health Science Center of Tyler (May 1997 - March 2008)

Managed the overall day-to-day operations of Printing Services and Copier Services. Operate copiers as needed. Maintains inventory of paper and supplies for the Copy Center and approximately 50 campus copiers. Replace copier units, make minor repairs and refers problems to Xerox Technicians. Served as primary resource for PrintSmith print pricing and bookkeeping software. Design and develop databases and documentation for Supply Chain Operations and other departments. Provides time and cost estimates for printing projects. Operates all prepress, printing, and bindery equipment as needed to produce single to 4-color process printing. Maintains all printing equipment and does minor repairs on equipment, ordering and installing parts. Splash G640, Docucolor 12, DocuSP, Digipath, Docutech 6115, M20i, 7328, 685, Work Centre 232, 238, Work Centre Pro 35, 55.

I started as printer and although the job title never changed, I continously took on new responsibilities. Some other areas I worked included proofreading, managing the pricing software, setting up an internal Sharepoint website for the department, and problem-solving inventory control and other issues. Some of the other skills I developed in the field included graphic design technical knowledge, including passing the Adobe Certified Expert exams. I later succeeded to supervisor responsibilities, made major improvements to production and inventory control, and acquired stores responsibility of managing hospital forms inventory. Later I was asked to develop Access databases for other departments as time permitted.

Manager, Owner

Bob's Golf Discs (October 1998 - March 2003)

Managed a small home/course business selling golf discs and supplies to area disc golfers. Sponsored numerous disc golf tournaments in Tyler and Athens, including the East Texas Open/Paul Giles Memorial disc golf tournaments from 2001 to 2003, all of which had overflowing fields. Closed the business due to excessive overtime requirements at UTHSCT at the time.


Related: Links to related items (i.e. Financial/membership access database)

See Activities: Tournament Director, BBS

Database Development: involves management /information flow

Information Technology

Web Development

TASCA (March 2011 - December 2012)

Developed new website

BETHESDA CLINIC (April 2008 - ??)

Developed new website and corrected broken links and resources.

Database Development

TASCA (March 2011 - December 2012)

Develop combined financial/membership Access database

UT Health Center

Developed Access databases for related departments, including Purchasing, Copy Center, while managing the Printing and Copy Center.

See Database Projects


Teaching Assistant

The University of Texas at Tyler (September 2009 - December 2011)

Assisted in preparing and grading student assignments.
Assisted with faculty research, special projects and technology questions.