
Tax & Business Advisor (Enrolled Agent/EA)
Greater New York City Area

Tax & Business Advisor (Enrolled Agent/EA)
Greater New York City Area
2010 will represent my 24th tax season advising non-resident aliens and entrepreneurs in matters of tax planning.
Non-resident aliens living and working in the United States. US Citizens living and working abroad. Foreign Corporations operating branches and subsidiaries in the United States
(Accounting industry)
June 2008 — Present (1 year 6 months)
While my current practice emphasizes advising non-resident aliens and foreign nationals present in the United States on matters of taxation and finance, I also possesses extensive experience in assisting individuals, the self-employed, and closely held businesses in these same areas.
(Accounting industry)
January 2007 — June 2008 (1 year 6 months)
Researched tax matters for clients, including: Nexus determination based on client’s employee’s activities, taxability of transactions for sales and use tax purposes, and issues related to inclusion or exclusion of income on US tax returns for Non-Resident Aliens .
(Accounting industry)
August 2004 — December 2006 (2 years 5 months)
(Public Company; 10,001 or more employees; HRB; Financial Services industry)
1991 — 2003 (12 years )
Over 13 years, I expanded the business from a one employee, one franchise business into five franchises and 50 employees. Successes included 2002 “Circle of Excellence” Winner (top 20 performing franchises nationally) and 2002 National Franchisee of the Year out of 4500 franchisees. Managed a five office, 5500 client professional practice. Annually prepared 500 tax returns and reviewed 2200 tax returns prepared by other employees.
1987 — 1990