The Tax Place – Glendale, AZ September 2008 to Present

• Tax Preparation – all states all jurisdictions all entities.
• Accounting for small businesses

Cailean CPA & Business Consultant, PLLC February 2009 to December 2009

• Tax preparation-Individual, Corporation, LLC, Partnerships, S-Corp
• Sales Tax Reporting State and City
• Client Accounting cleanup
• Quickbooks, PayChoice, Microsoft Office Suite, Ultra T Tax

The Tax Place—Felton, CA May 1999 to September 2008

Owner and General Manager

• Established, operated and sold a successful bookkeeping, accounting and tax practice
• Maintained a base of over one hundred seventy five very diverse clients—from individuals and professionals, to large corporations
• Prepared corporate, partnership and individual Federal and State Income Tax returns.
• Advised and consulted tax strategies with individual and business clients
• Responsible for all aspects of business operation including, personnel, budgeting, purchasing, software acquisition and implementation, training and security
• Produced Balance Sheets, as well as, Income and Cash Flow statements
• Generated Sales and Use Tax reports for a large electronics company across multiple jurisdictions
• Represented clients for State and Federal Income Tax, as well as, Sales and Use Tax audits
• Filed Department of Commerce reports including QFR101 and BE605
• Trained clients, employees, other tax professionals and clients’ employees on various tax laws and software applications
• Provided support for QuickBooks as the QuickBooks Pro for the Central coast of California
• Reduced a Sales and Use Tax liability from $1,200,000 to $80,000 during a 6-month field audit for a large electronics supplier
• Member of AICPA

Double M Inc.—Post Falls, ID January 1986 to May 1999 Majority stock holder and General Manager

• Built from scratch a successful bookkeeping, accounting and tax practice with over 200-clients
• Sold the practice in 1999
• Represented virtually all types of businesses including, retail stores, contractors, service providers, professionals, shipping and transportation, distributors, artists and more
• Past President and regional secretary of American Society of Women Accountants

Education and Certifications Certifications

Certified Public Accountant, Arizona –15272-R Certified Public Accountant, Caifornia—86129 Certified Public Accountant, Idaho—CP3574 Enrolled Agent—2009-37655