Ratings |
No Misconduct
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Fees & Payments |
Fees Hourly: USD 75.00 per hour Payment Types Cash Check Credit Card |
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Licenses |
The IRS has indicated that they have not found any information in this expert's background that is concerning. Date since last check: 05 Feb 2010 |
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Work Experience |
Tax Senior
From 01 Jan 2012 to present
Swenson Advisors, LLP
As part of this medium sized CPA firm I prepare and review tax returns for small and medium sized businesses, individuals, trusts and estates.
Senior Accountant
From 01 Jun 2007 to present
Garrett & Heaton, LLP
As part of this estate planning law firm I assisted clients with tax planning and preparation for individuals, corporations, estates, and trusts. I also provided clients with answers to complex tax solutions as well as assisted in audit preparation, representation, and resolution with the Internal Revenue Service and the Franchise Tax Board. Prepared financial statements for small businesses, corporations, and provided payroll for those companies.
Location Manger
From 01 Jan 2005 to 01 Jun 2007
Hertz Corporation
Provided a team oriented atmosphere to create the highest grossing revenue and profit for the store. Provided excellent customer service to all my customers. Took responsibility for several employees. Assisted employees to achieve advancement within the organization. Managed daily financial and accounting reports to make sure that the location was profitable. |
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Associations |
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Publications |
Information not available |
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Answered Questions |
can i de-duct any portion of my annual maintenance fee for a time share,or any other de-ductions,ec... View Q & A »
Published on Feb. 11, 2010, 10:27 a.m.
I have owned a home for longer than 5 years. I just bought a new home with the closing date of Nov ... View Q & A »
Published on Feb. 11, 2010, 8:27 a.m.
We life in California, a community property state. My understanding is that if you file MFS you can ... View Q & A »
Published on March 31, 2010, 3:41 p.m. |
Contact Info |
Contact Now |
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Jeff is great to work with. He is efficient and did a great job with our taxes. We have used him for 2 years and will c
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Available online or near Temecula, CA
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