Position:
Senior Associate, Enrolled Agent at Safe Harbor Financial Consultants, LLC
Work:
Safe Harbor Financial Consultants, LLC
- Westminster, CO since Sep 2012
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Senior Associate, Enrolled Agent
Larson Financial Inc.
- Westminster, CO Aug 2008 - Sep 2012
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Sr. Associate & Tax Consultant
Aspen Accounting & Financial Services
- Greater Denver Area Mar 2007 - Jul 2008
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Partner
Clear Creek Consulting
Jan 2005 - Mar 2007
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Senior Associate
Omni Financial
Dec 2003 - Feb 2005
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Jr. Associate
Education:
University of Wisconsin-Madison 1999 - 2002
Bachelors of Science, Computer Science
Skills:
Tax, Small Business, Tax Preparation, Accounting, Business Strategy, Financial Statements, Microsoft Excel, Settlement Agreements, Business Valuation, Start-ups, Marketing, Tax Returns
Interests:
Marketing, new technology, tax, web development, business development, college football and basketball, skiing, classic literature, classic cinema, classical/orchestral and jazz music, cycling.
Honor & Awards:
2006 Associate of the Year - Clear Creek Consulting
Certifications:
Internal Revenue Service Enrolled Agent, Internal Revenue Service