Education:
Bachelor of Science in Business Administration with an emphasis in Accounting, California State University, San Bernardino – June 1996

Specialty Areas:
Tax preparation including Individual, Trust, Nonprofit, Partnership, & Corporate Taxes.

Experience:
Smith Marion & Co. – January 2005-Present
Senior Manager – Tax preparation

H&R Block – December 1996-January 2005
Office Manager – Tax preparation

Interests:
Travel, bicycling, quilting, scrapbooking, and reading.

Professional Licenses:
Enrolled Agent

Professional Associations:
National Association of Enrolled Agents
California Society of Enrolled Agents

Email: jsmith@smcocpa.com