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860 Longford Drive
Roselle IL 60172
I am an enrolled agent and have been preparing income tax returns since 1984. I retired from the business world in 2008 but have my own accounting and tax practice. I love preparing tax returns, both personal and business. What I like most about the business is meeting new people.
q & a
What characteristics do your favorite clients share?
Favorite clients are those who have good records and submit them on a timely basis. They are ethical and take only legitimate expenses and include all income.
Why should a client hire you?
I am still preparing income tax returns because I really enjoy the work. I like meeting people and working with numbers. I have reasonable rates and e-file all returns.
Describe a time where you went beyond expectations when working with a client.
I still have small retail store where participate in some planning and business consultation. I also have assisted many of my clients in setting up their books on Quickbooks.
What single project or task would you consider your most significant accomplishment in your career to date?
Taking over the preparation of over 100 tax returns for a financial planner when his tax preparer resigned on January 15th. One year project turned into seven years.
Retired. Spent 25 years in retail.
My title was Assistant to President
Downers Grove, IL
08/1974 - 06/1994
Financial Services Inc
Chief Tax Preparer
Des Plaines, IL
01/2001 - 09/2008
Treasury Card Exam
Distinctive Business Serivces
Tax Preparation and Quickbook
My services are reasonable as I love the work more than the money. I work from my home and do not have an office. I will meet will clients at any reasonable hour and will pick up tax information at clients homes.