Bristow, Virginia, United States
Enrolled Agent •Additional Certifications: Small Business/Sole Proprietors, Retirement, Investment Income, Military •Years of Tax Experience: 35 • 33 years exp w/H&R Block Tax Preparation. Enrolled Agent/IRS •Educational Experience: Master of Bus. Admin.(MBA) University of MD Global Campus MSHR Degree-,UMD Global Campus B..S. Degree Bus. Administration, VSU, Petersburg, Va-H and R Block courses- 1000+ hours H and R Block Education Courses ;Notary Public-Cert. in State of Virginia July 2020 •Areas of Tax Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Non-U.S. citizen (living in USA), ITIN (Individual Taxpayer Identification Number) application, Income earned outside the U.S., Retirement income, Income from multiple States, Military, Clergy, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Help with IRS or State notices / audits, Tax Planning -ENROLLED AGENT/IRS -Taxation & Tax Policy -Federal Tax Research -Federal Taxation Practice and Procedures -International Tax -Federal Estate & Gift Tax -Limited Liabilities -Taxation of Pension & Profit Sharing -IRS Practices and Procedures -Individual Income Tax -Corporate Tax -Tax Policy -Federal Estate and Gift Tax -Federal Tax Research -Employee Benefit Law -Partnership, S-Corporate and LLC Taxation -Real Estate Taxation -Tax Exempt Organization Taxation
As public officials who are sworn and commissioned by the Secretary of the Commonwealth, notaries public are held to the highest standards of integrity, honesty and trust. Notaries public are also playing an ever more vital role in commerce and are on the front lines of deterring document fraud, particularly in light of heightened security concerns and the increased threat of identity theft.
Provide training to peers, management and support group personnel in the identification, classification, indexing of records. · Provide assistance and guidance to customers with records retention determination. · Manage the transfer and maintenance of physical record inventories within the Records Management Department storage facilities, ensuring proper identification and security for archived records. · Respond to customer requests for records including conducting complicated database searches for information, retrieval of physical records, and providing copies to the requestor either electronically or hard copy as needed. · Evaluate and facilitate database enhancements to improve the literature search and retrieval services · Provide research of legacy records holdings to determine those records eligible for destruction based on demolition of facilities. · Approve and direct the destruction of records which have met their legal retention dates · Assist customers in the analysis of electronic information systems and certification of electronic records systems · Provide training to management and coordinate efforts to meet DOE requirements for annual verification of vital records inventory
Records Analyst with McNeil Technologies, Contractor