Diverse finance, investment, accounting, and tax knowledge. Experience with individuals and small businesses tax preparation, investor owned utilities and non-profit hospitals. Prepare income taxes for individuals, small businesses,State Farm/Insurance Agents, and Fed Ex/Franchise Owners. Also provide extensive Tax Resolution services.CPA licensed in the states of Kentucky and Texas. Previously licensed CPA in California.Securities licensed (Series 6 and 63) .AICPA Personal Financial Planning (PFP) member.Currently studying for the Personal Financial Specialist (PFS) certification.Insurance Certifications with the Department of Insurance in KY
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