Ms. Beza has twenty-three years of experience in customer service and eight years of experience as an insurance agent. She has handled bookkeeping needs and studied at a California Regional Occupational Program. Ms. Beza is an expert at identifying customer needs, communicating effectively, and providing diligent customer service. Maintain independence as to our relationship with our clients and discuss any of these issues or questions with the owner of the firm. Supervise and assist the bookkeeper with your monthly clients. Review monthly financial statements for your section before giving them to the owner for final review. Handle new-client installations and backwork. Provide your clients with the proper consulting and tax planning as their needs dictate. Manage tax preparations for the businesses and personals in your section as well as for any year-end only clients that are assigned to you. Maintain organized income tax files. Give prompt attention to any additional projects/taxes delegated to you. Provide computer support to clients when needed. Offer training to client employees when needed. Take a leading role in expanding additional firm services to our clients. Help make the office a smooth-running and positive place to work.
Let’s face it. Kids aren’t cheap, so you have to save money where you can. Back-to-school shopping is a good place to start because costs can add up quickly—especially if you have more than one child. Consider these tips for sending your kids back to school without breaking the bank.
According to the commission's online claims process, those whose personal information was exposed can opt for 10 years of free credit monitoring, which breaks down as follows: Four years via the three major credit bureaus (Equifax, Experian and TransUnion) and six years specifically through Equifax.
With all the tax law changes this year, be sure that you are getting your just deductions in the coming tax season. That is, qualifying deductions that fall under the Child and Dependent Care Credit. According to tax giant and trusted resource Intuit, here’s the skinny…