Federally Authorized Tax Practitioner

CAPSULE PROFESSIONAL PROFILE 

Professional Experience:

1983 to Present.  Associated with public accounting firms in Tampa and Miami, Florida. Former accounting and tax manager for a local CPA firm.  Experience in accounting write-up work and tax services to individual and corporate clients.

Specialized knowledge in the following industries:  Construction, Independent Contractors, Hotel, Retail, Restaurant, and Professional Service industries.

1979 to 1983 – Employed in managerial accounting for a multi-store retail department store chain in Miami, Florida as Full Charge Bookkeeper and office manager.

1976 to  1978 – Employed in managerial accounting for a chemical manufacturing company in Managua, Nicaragua.

Credentials and Education:

  • Five year degree in Business Administration at Catholic University of Central America (UCA), Managua, Nicaragua, 1976.
  • Enrolled Agent (U.S. Treasury License to Practice Before the IRS)
  • Fluent in Spanish
  • Have met or exceeded National Association of Enrolled Agents continuing professional education requirements (30 credit hours per year)

Other Qualifications and Activities:

  • Knowledge of application programs Excel, Word, EASY Accounting, PC Accounting, Peach Tree, Creative Solutions Accounting, Creative Bookkeeping Solutions, QuickBooks, Ultra Tax, ProSeries, ProSystem, and Lacerte.
  • Regular member of the National Association of Enrolled Agents (NAEA)
  • Regular member of the Florida Society of Enrolled Agents (FSEA)
  • Regular member of the Suncoast Chapter of FSEA

REFERENCES: 

Available upon request.