What three words would you use to describe your role?
Leader, Supportive, Mentor
Working at 1-800Accountant has been my only accounting experience. I have been with the company going on 4 years by the end of this year. Started as a Tax Analyst and worked my way up to a Supervisor Role
I have a Bachelor's degree in Public Accounting from Pace University and I am also an Enrolled Agent
E-commerce, Entertainment, Consulting, Real Estate
If you could learn to do anything, what would it be?
Learn to play a Guitar.
What’s the coolest (or most important) trend you see today?
Bitcoin and how more and more people seem to be getting involved with it.
What would you most like to tell yourself at age 13?
Take school more seriously.
What is the toughest accountant problem you’ve tackled? How did you handle it? How did you overcome the challenge?
How did you handle it? Inheriting outstanding returns from other workers who have been let go during this COVID-19 crisis and picking up where that person left off. It is important to keep in mind that we want to make the transition as smooth as possible and not stress the client out dealing with a new person working on the return. I handled it by taking it one return at a time and analyzing what has been done already and what is needed to complete the return so that I can reach out to the client.
How do you define success?
Whatever it is that you do, aim to be the best at it, master your craft.
Why do you love working for 1-800Accountant?
I love the environment in the office. It’s not so corporate and there are opportunities to advance and learn from others. I also enjoy mentoring and guiding the junior accountants.
How has virtual accounting been a great fit for clients?
The ability to communicate with tax professionals without having to leave their home and visit an office makes this service very convenient for clients especially during this COVID-19 crisis where people are to stay inside and not go out unless absolutely necessary. We are still able to help and support our clients during this crisis, guide them through the CARES Act and give them some peace of mind on benefits that they may be eligible for.