CPA doing per diems since 2000. Formerly a sole practitioner.

Strong knowledge of Lacerte, ProFx, Drake, Engagement and Quickbooks.

Experienced in tax preparation, research and review.

Experienced in financial statement preparation and accounting on audit, review and compilation engagements.

Experienced in financial planning, with a Series 7 license and a Life and Health Insurance Agents license, CA license #0b55177.