
I have over 20 years of accounting and tax experience: in CPA firms doing bookkeeping, audit, and tax services for clients, in a corporate setting doing various tax and analytical functions, and as an independent contractor providing accounting services to small businesses. Specifically, I have helped with the set up of the accounting books and record-keeping functions, prepared and maintained budgets, handled accounts receivable and payable, prepared monthly reconciliations and financial statements, processed payroll and related returns, responded to government notices, filed quarterly estimated tax payments, and prepared income tax returns. I worked for both medium and large public accounting firms (Kellogg & Andelson and Ernst & Young), for Butler Manufacturing (tax department and internal analysis) and independently for individuals (tax work) and small businesses (bookkeeping and tax compliance) before joining Mission Financial Planning.