What sets me apart from others is I truly care about my clients. We focus heavily on tax planning and tax strategy, because we believe this is an integral part of tax preparation to help our clients save money. We offer bookkeeping, payroll, and tax preparation for individuals, businesses, estates, trusts, and nonprofits. I consider my business a boutique tax firm. In 2004 I earned my Enrolled Agent license and I have been practicing every since! Finding myself a single mother without a job, I decided to fall back on my degree and in 2001, I opened up my own practice. While there, I became pregnant and went out on maternity leave, but the start-up company closed it doors soon after and my personal relationship went south. I worked for companies such as SPL World Group Consulting, an international firm, Brobeck, Phleger and Harrison, a law firm, and Oracle Corporation, before finding myself working for a start-up company. Once I graduated I decided to go work in Corporate America, to be a well-rounded accountant. In time, I graduated with a BA in Business Management with an emphasis in Accounting. I asked if I could go to school two days a week and work the remaining three, and the firm allowed me to do so. I started working as a secretary for a local CPA firm and when their bookkeeper/tax preparer quit, I asked if I could try. I knew that I would be responsible for putting myself through college, so I needed to be sure and be sure fast. When I graduated high school, I didn’t know what I wanted to be when I grew up. Like in all industries, we are given guidelines to follow, but it is up to us to determine which guidelines fits our client better and which is to their advantage.Īwesome – so before we get into the rest of our questions, can you briefly introduce yourself to our readers. They don’t take the time to sit down with each taxpayer individually to review their situation and determine the best tax strategy for them. What Corporate America gets wrong in my industry is it puts all taxpayers in the same box. What do you think Corporate America gets wrong in your industry? Any stories or anecdotes that illustrate why this matters? We were lucky to catch up with Monika Heaton recently and have shared our conversation below.
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