President/CEO

​2021 - Present

The Elite Tax Firm, Atlanta, GA

 

Principle administrator, eFiler, organizer, and manager.  As the lead tax preparer, I perform client interviews, examine tax documents, evaluate tax situations, and diagnose financial improvements for clients. I manage and integrate bank products between the tax software and the banking products.  Retain and organize client files to conform with IRS retention requirements. Finally, I manage and promote websites and social media platforms. 

 

 

Freelance Tax Preparer

​2006 - 2016; 2018- 2021

Atlanta/Miami

 

​As a freelance tax preparer, I contracted with other tax companies to perform tax preparation services to clients.  Tax preparation skills include individual tax filing including Schedule A itemizations, Schedule C, small businesses, schedule K integrations, 1120s, corporations. Additionally, I regularly applied credits such as CTC, ACTC, EIC.   

 

​

Manager/Senior Tax Associate

2016-2017

Official Tax Office, Villa Rica, GA

 

Opened and managed a physical tax office in Villa Rica.  Managed 5 employees and reviewed all tax returns prior to filing.  Operations management included managing the website, payroll, bill payment, office furniture, client retention, and data security. 

​

Tax Associate

2005-2006

H&R Block 

 

Enrolled in H&R Block training course and was offered a position as a seasonal tax preparer.  As the highest performing tax preparer in the office I was offered a year-round position where I prepared and e-filed a voluminous number of tax returns over the period of one year.