A Little About Me
Education:
Master of Arts degree, Eastern
Michigan University, Ypsilanti, Michigan majoring in Public
Administration.
Bachelor of Science degree, Indiana
State University, Terre Haute, Indiana majoring in Accounting.
Other:
Certified Financial Planner,
CFP®, Certified Financial Planner Board of Standards.
CFP Professional Education Program,
College of Financial Planning, Denver, Colorado.
Enrolled Agent (EA), Internal
Revenue Service.
Accredited Tax Preparer (ATP),
College of Financial Planning, Denver, Colorado.
Accredited Business Account (ABA),
Accreditation Council for Accountancy and Taxation, Inc.,
Alexandria, Virginia.
Accredited Tax Preparer (ATP),
Accreditation Council for Accountancy and Taxation, Inc.,
Alexandria, Virginia.
Employment Highlights:
I have been self-employed as a tax
practitioner, financial planner for more than thirty years.
As an Enrolled Agent my experiences
include the preparation of individual, business, and estate
taxes; representation of taxpayers through the submission of
Offers in Compromise, Installment Agreements, Insolvency issues,
and at audit.As a Certified
Financial Planner®, I offer comprehensive financial planning
for income tax, retirement, investments, college funding, and
insurance.