SERVICE BRIEF

Certified Public Accountant with 20+ years experience.
Assisting others to achieve their goals. Providing tax and accounting advice, management consulting and more. Training small businesses to help themselves establish, organize and succeed. Assisting individuals with tax law changes, real estate, investments, stocks and bonds, retirement, IRAs, 401(k), family/dependents, employment, withholding status, small business, home office, corporations/partnerships, tax planning, general filing/miscellaneous and more. See below for business, accounting and tax savings tips.

BACKGROUND AND EXPERIENCE

Over 20 years experience assisting businesses and individuals. Clients include C-Corporations, S-Corporations, Limited Liability Companies (LLC), Proprietorships, Partnerships, Investors, Employers, Employees, Individuals, Trusts, Estates, and other. Industries assisted include service, manufacturing, real estate, retail, web business, construction, restaurants, hotel/motel, churches and other non-profit, and more.

TurboTax Live Tax Advice Expert year 2001: top producer known as Shirley@CPAKennedy, providing concise answers to 1,200 e-mails and 760 live advice telephone calls. Average rating was 5-star on a 1 to 5-star scale.

CREDENTIALS AND AFFILIATIONS

Certified Public Accountant
Bachelor of Science-Accounting from University of South Carolina, magna cum laude
Member, American Institute of Certified Public Accountants
Member, South Carolina Association of Certified Public Accountants
Charter Member, Past President, Grand Strand Chapter of South Carolina Association of Certified Public Accountants
Vice-President & Board Member, South Carolina Tax Council
Member, Rotary International, Conway, SC. (i.e. service above self)
Prior committee service for South Carolina Association of Certified Public Accountants includes Continuing Education Committee and Industry Committee

WORK HOURS AND RESPONSE TIME

Shirley is available 24-7 via e-mail. First e-mail turnaround is within 24 hours. Shirley is available approximately 18-6 via phone. Typical single question call lasts about 3-5 minutes. Shirley is also available for more involved conferences via phone. Extended telephone conferences may be scheduled in advance.

DETAIL PRICING INFORMATION

$2.50 per minute. Professional liability is limited to the fee received for the services provided.

REFERENCES

You may contact Bill Sanders via e-mail at: Sales@icemachinesintl.com

BUSINESS, ACCOUNTING AND TAX SAVING TIPS

Keep records to support deductions. They may be requested at audit. Deductible mileage begins with the first business stop. Organize your day to maximize your deduction and minimize cost. Consider hiring your children to work for your sole proprietorship and reduce taxes. Defer tax on sales of real estate by utilizing a like-kind exchange transaction. Compare municipal interest rates to your interest earned, net of tax, to evaluate your investment strategy. Employees, take best advantage of any retirement contribution match your employer offers. Employers, choose the right retirement plan for YOUR business. They are not all alike! If your business is incorporated you wear two hats, employee and investor. Structure your transactions to take the best economic advantage of this situation! Utilize the annual gift exclusion to minimize estate and gift tax exposure. In TurboTax form view, many fields allow you to right click to go to the data source. This is helpful to determine where numbers on the tax return come from in the input forms. To pay a vendor in QuickBooks, you may EITHER enter a check OR you may enter a bill and pay a bill. DO NOT enter a bill and enter a check because this will enter the bill twice and leave one open to be paid again! QuickBooks offers wonderful business analysis capability by using classes. Be sure to look at your income and expense graphs periodically. They can be an eye opener and help you manage your business. Location is critical to your business success, even on the web!

SERVICE ALTERNATIVES

Live telephone call: Typical single question call lasts 3-5 minutes. Shirley is also available for more involved conferences via phone. Extended telephone conferences may be scheduled in advance.

E-mail: E-mail your question or project. Shirley can help with tax issues, accounting principles and practices, general business consultation, QuickBooks and other accounting packages, TurboTax and other tax packages, Excel and other spreadsheets.

Business owners, managers and bookkeepers as well as individuals who prepare their own tax returns find Shirley’s expert advice practical and to the point, backed up by knowledge and experience and well worth the small expense!