Rolla, Missouri, United States •
$1,501 - $5,000
About
With over 40 years of experience in tax administration and IRS representation, I deliver practical, real-world insights that audiences can immediately apply. Drawing on experience on both sides of the system, I break down complex topics such as compliance, ethics, collections, and technology into clear, actionable strategies. My sessions educate, empower, and inspire confidence—leaving audiences informed, engaged, and ready to take action.
Motivational
I help tax and accounting professionals replace overwhelm with clarity by using technology the right way. From IRS e-Services and QuickBooks® to Drake®, UltraTax®, Liscio, BQE BillQuick, and GruntWorx, I show firms how to work smarter, stay compliant, and build confident, sustainable practices.
Software
Advanced proficiency in tax and accounting technology, including IRS e-Services and practitioner online accounts; QuickBooks® Desktop and Online; professional tax preparation platforms (Drake®, UltraTax®); and integrated practice management, workflow, and time-and-billing systems such as BQE BillQuick. Experienced with secure client communication and document exchange platforms, including Liscio, tax automation tools such as GruntWorx, and PDF automation solutions to enhance compliance accuracy, efficiency, and firm profitability.
Tax Challenges for Military Personnel: What Servicemembers and Families Need to Know
Understanding residency rules, state tax impacts, combat zone benefits, and family tax considerations to ensure precise and optimized tax filing for military households.
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