Enrolled Agent | 25+ Years Experience | Tax Planning & Advisory for Small Business Owners
ReGen CFO
I am an Enrolled Agent with over 25 years of experience in individual and business tax preparation. I focus on accuracy, efficiency, and timely delivery, with a proven track record of supporting firms during peak workload periods. I have extensive experience preparing federal and state returns for individuals, small businesses, and partnerships. I’m looking to partner with firms that need reliable, detail-oriented support for overflow work. My goal is to help firms maintain high quality standards while meeting deadlines. I have never met a tax software I couldn't master.
- Support CPA and EA firms with seasonal overflow tax work - Provide white-label tax planning and advisory for business-owner clients - Collaborate on client strategies that require expertise in business + personal tax integration - Build long-term relationships with firms seeking a reliable outsourcing partner they can trust
Years of Tax Experience
26-30 years
No specializations listed
Contact information is private
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