Fayetteville, North Carolina, United States
As President and Owner of a private practice since 1994, I bring over three decades of experience in accounting, tax preparation, and payroll services. With certifications as an Enrolled Agent, Accredited Tax Preparer, Accredited Tax Advisor, and Accredited in Accounting, I focus on delivering tailored financial solutions while maintaining professionalism and trust throughout all client interactions. My core expertise includes tax preparation, payroll management, bookkeeping and preparation of financial statements alongside a specialization in estate planning and trusts. Dedicated to helping businesses and individuals thrive, I aim to foster long-term financial stability and success through comprehensive financial strategies and reliable support.
Oversaw employees in both locations while managing accounts for over 150 clients. Prepared financial statements and GAAP; tax and estate accounting, tax returns for corporations and individuals. Extensive knowledge experience with Microsoft Office and payroll software.
Collaborated with accounting teams, managed accounts for tax preparation and estate planning, payroll and bookkeeping. In charge accountant for many GAAP audits.