I started preparing tax returns more than 20 years ago when I found myself in the common situation of not being really sure if what I was paying in taxes was really what was owed or just the result of not knowing the rules well enough. So I set out to learn. At first, I worked for one of those ‘nationally known’ companies, but after a few years decided to look for opportunities to do tax preparation on a more personalized level.
I started working for Bay Wide Tax Service in 2010 and was in the ‘right place at the right time’ to move into ownership of the company.
I am sometimes asked … “How can you like doing taxes?” and “It’s so complicated – how can you keep up?”
I like it because I’m basically a numbers person who enjoys making all the pieces of the puzzle fit together. I also see the need to keep up with the ever-changing landscape of tax codes and business law as a great opportunity to engage in the lifelong learning we all need to stay in touch with our fast-paced society.
Affiliations & Certifications
- IRS Registered Tax Return Preparer
- CTEC Registered Tax Preparer
- National Association of Tax Professionals Member