Accounting & Personal Income Tax Experience
I bring a strong foundation in accounting together with decades of practical experience supporting individuals, small businesses, and nonprofit organizations. My work emphasizes accuracy, compliance, and data security, informed by both accounting and IT best practices.
Education
I earned an Associate Degree in Accounting in 1987 from WITI, which later became WITC and is now known as Northwood Technical College.
Accounting & Tax Software Experience
I have hands-on experience with a wide range of professional accounting and tax software, including:
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QuickBooks (Desktop and Online)
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Sage 50 (formerly Peachtree)
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Thomson Reuters CS Professional Suite, including:
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Accounting CS
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Fixed Assets CS
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UltraTax CS
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This breadth of experience allows me to work effectively within existing client systems and adapt quickly to new platforms.
Tax Preparation Experience
During tax season, I work as a personal income tax preparer with Mattson Accounting, preparing federal and state individual income tax returns.
My tax experience includes:
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Individual (Form 1040) income tax returns including small business Schedule C
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Gig and contract income (Uber Eats, ride-share platforms, and similar services)
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Airbnb and short-term rental income
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Digital asset reporting
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Preparation of Form 990 for tax-exempt organizations
Professional Memberships, Credentials & Disclosure
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Member, National Association of Tax Professionals (NATP)
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Annual participant in the IRS Annual Filing Season Program (AFSP)
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Affiliate / Part-Time Member, Wisconsin Institute of Certified Public Accountants (WICPA)
I maintain an active PTIN and complete annual continuing education requirements, including the Annual Federal Tax Refresher (AFTR) course, as part of the IRS AFSP. Participation provides a Record of Completion, inclusion in the IRS public directory, and limited representation rights before the IRS as permitted.
Professional Disclosure:
I am an experienced accounting professional and income tax preparer; however, I am not a Certified Public Accountant (CPA) or an Enrolled Agent (EA). My WICPA membership is held in an Affiliate / Part-Time (non-credentialed) category.
Continuing Education & Specialized Training
Ongoing and recent coursework includes:
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Federal and state tax law updates, including changes related to OBBBA
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Cybersecurity best practices for accounting and tax environments
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Data security and Written Information Security Plan (WISP) planning
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Secure handling of financial and taxpayer data
A Practical, Security-Focused Approach
My combined background in accounting and IT support allows me to approach financial and tax work with a strong emphasis on accuracy, confidentiality, and secure data handling — especially important in today’s digital accounting and tax environment.