Professional Experience: I am an Enrolled Agent and a Certified Tax Coach. I have been working in the accounting industry since 1984 and have gained experience in various industries. I also have more than six years of tax preparation experience. I have a B.S. Degree in Accounting and Business Education from MSUM. My current goal is to study and pass the Enrolled Agent Exam. I have been with Balance Your Books since 2011, and am on pace to becoming partner in 2017.
Why I am Successful in my Profession: I have extensive and varied experience. I am resourceful and communicative for the client and find satisfaction in creating better accounting and business processes for our clients.
Areas of Expertise: I am diversified in a variety of industries, providing the entrepreneur with accounting system cleanup, along with routine accounting data file reviews. Upon reviews of the accounting system, I provide feedback for growing their knowledge-base in managing an accurate accounting systems. My concentration at Balance Your Books is tax return planning and preparation, along with corporate compliance services.
In my spare time, I enjoy: I am a member of the Fire and Rescue Team in my community and am active in a direct sales jewelry company. I enjoy spending time with my family. I have three boys, thus our free time consists of outdoor activities.