Q: Describe your practice. What are your clients’ greatest concerns regarding their taxes and financial planning?

A: I have been in the tax and financial services business for 32 years, and an Enrolled Agent since 1979. My practice consists principally of small business clients for whom I invest, tax plan and prepare tax returns. I am a registered representative with GE Financial Assurance. Additionally, I am a tax law instructor for the National Center for Professional Education (NCPE) teaching Partnership and Limited Liability Company (LLC) as well as Individual Tax Preparation. This May I will instruct for NCPE’s new TaxPayer Representation Series debuting in Hawaii.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access