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Karen Lutz I'm currently not accepting new clients. Enrolled Agent in Sherwood, OR
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Ratings

4.75/5 Superb
Endorsements No endorsement(s). Former colleague? Endorse this Expert
Experience
Industry Recognition
Professional Conduct
What is the Teaspiller rating? The Teaspiller Rating is a third-party's effort to evaluate a professional's background objectively. The rating is calculated using a mathematical model that considers the information shown, including a professional's experience, portfolio achievements, and industry recognition. In some cases, limited publicly available information is available -- and might hinder the rating. Tell me more.
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Practice areas

50%
Personal Taxes
Personal Taxes
50%
Business Taxes
Business Taxes

Fees & Payments

Fees
$100.00 for a Personal Return
$250.00 for a Small Business Return
$40.00 for a State Return
$50.00 for a Simple Personal Return

Hourly: USD 60.00 per hour

Payment Types
Credit Card

About

I have extensive tax knowledge in all industries. Let me help simplify the filing

1040
1065
1120
1120S
5500
All state returns
FAFSA applications
Call me for pricing. Everything can be done electronically.

Languages

  • English

Licenses

State License Year acquired  
Oregon Enrolled Agent (EA) 2004

Work Experience

Real Estate Accountant/Executive Assistant to the Asset Manager/Vice President From 01 Feb 2008 to present Star Park/Schlesinger Company

• Restructured COA for companies in Great Plains set up cash flow analysis and completed monthly financials for 14 companies’s finalized 2007 tax returns for processing with Grant Thornton and then worked diligently to file 2008 tax returns on time without extensions. • Work with owner’s and officers for tax savings on their personal returns • Manage A/R, A/P, and lease administrator for efficient reporting of information • Liaison between owners and HR Administrator for processing of owners payroll and benefits • Restructured consulting contracts for vendor that we provide in house accounting • Evaluate all lease contracts on equipment for cost savings • Prepare monthly financials, cash analysis statements, and reconcile I/C payables & receivables • Negotiated purchase of new phone system

Controller/Human Resource Director/Tax Consultant From 01 May 2005 to 01 Dec 2007 Ashton Tenly Company LLC

• Converted 22 companies to new software system paradox/quickbooks to winning edge property management solutions. Saved company $25K in training and conversion. Kept payroll in house instead of outsourcing saved company $20K • Completed tax returns (S Corp., Partnership & Individual) saved $20K in outside CPA billings. Prepared quarterly financial for 20+ companies for bank lines. Managed $25M in revenue, Duties also included Payroll, AP, AR, General Ledger, Bank Reconciliations, and Cash Management of a property management company who owns 400+ commercial and residential rentals. • Streamlined operation –reduced office staff to 4 from 6 -trained staff for better efficiency and use of time management, set up SOP’s (standard operating procedures) and new employee hire procedures including evaluations for job performances.

Tax Specialist/Accountant From 01 Nov 1999 to 01 Dec 2004 Hicks Financial Services

• Prepare federal and multi-state tax returns for corporations, partnerships, individuals, exempt & fiduciary returns. • Maintain general ledgers, balance check registers, and prepare financial statements for assigned clients. • Prepare payrolls, weekly, monthly, quarterly, federal and state payroll returns, completed year end W-2’s & 1099’’s also state sales tax returns. • Set up corporations- filed name reservations, articles, and stock certificates, completed bylaws, first meeting minutes and maintained the corporate minutes for 80+ corporations. (Including LLC’s and Nevada Corporations). • Responsible for training all new hires in the office- (started with Mr. Hicks & myself in three years clients grew from 600+ to 1300+) hired full time receptionists and 2 part time during tax season, 2 full time tax preparers and 1 seasonal preparer) Income increased 28% every year.

Elected Union Official-Secretary-Treasurer/Office Manager From 01 Jan 1978 to 01 Oct 1999 American Federation of Musician Local 174/496

• Positions included – Board Member, Event Planner, Newsletter Editor, • Investment Committee Chairman, Southern Conference of Locals Credentials Committee Chairman, French Quarter Festival Committee organizer, Contract negotiator, and Member support. • Managed day-to-day operations of the Union (1,500+ Members) as well as managing all the operation of 400 member Credit Union. • Interviewed and quoted in national newspapers and magazines. • Conducted monthly fiscal analysis, set budgets, goals, and led management meetings to plan revenue-generating strategies. • Hired, trained, and supervised staff.

Education

Institution Major Degree Year  
Palomar Community College Business 2000
University of New Orleans Credit Union Management Certification 1985
University of Southwestern Louisiana Accounting/Music Theory 1977

Publications

Information not available

Answered Questions

can my daughter's dad and i both file our daughter? i as isupport her and he as she lives with him? View Q & A »
Published on Feb. 11, 2010, 7:29 p.m.
What is the total state and local rate (%) for ohio? View Q & A »
Published on Feb. 11, 2010, 7:15 p.m.
if you have a major loss such as house fire do you have to take all the loss the year the fire happ... View Q & A »
Published on Feb. 11, 2010, 7:06 p.m.

Contact Info


 
Sherwood , OR , United States 97140
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A customer . 02.12.10


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Available online or near Sherwood, OR

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