Professional Certification:
Jeannette Carlson-Wahle, CPA, is licensed by the Texas State Board of Public Accountancy (083545) and the Tennessee State Board of Accountancy (17273). Jeannette Carlson-Wahle, CPA is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and the Dallas CPA Society.
Accounting Direct, LLC d.b.a. Accounting & Tax Direct is an Authorized IRS e-file Provider. This firm is not a CPA firm. TIN 26-0736668.
The firm, Jeannette Carlson-Wahle, CPA, is a Licensed Firm (T09068) with the Texas State Board of Public Accountancy.
Professional Resume:
BACKGROUND
Accounting: Financial accounting for corporations, limited liability companies, limited partnerships, and sole-proprietorships. Implementation of complete accounting systems, internal control procedures, and accounting procedures. Corporate, partnership and individual federal income tax returns, payroll tax returns, sales tax returns. Auditing and public accounting experience.
Software: Spreadsheets - Excel, Lotus; Accounting Software – Oracle 11i, MAS90/200, RealWorld, WS2, Creative Solutions, GoSystem Audit, DacEasy, QuickBooks Pro, Pacioli; Word Processing – MS Word, WordPerfect; Tax preparation software – Lacerte, ProSeries, Drake, Turbo Tax; Other – PowerPoint, FAS, ACT!, OmniForm, Crystal Reports.
Human Resources: Personnel administration, recruitment, establishment of policies, maintenance of personnel records, and compliance with government regulations. Administration of Self Funded medical, ERISA and 401(k) plans.
Company Description:
At Accounting & Tax Direct, we provide customized accounting and tax solutions for Individuals and Small Businesses.
Fixed Fees – you always know what you will pay up front.
Guaranteed turnaround time – never wait for your work again!
Tiered services – choose only the services you need from our “menu”.
No-charge initial consultation – come meet with us and let us show you how we’re different.
We can help you with:
Accounting and Bookkeeping
Outsourced Controllership
Financial Statements
Accounting Software Setup – Quickbooks ProAdvisor
Income Tax Returns – Federal & State, Personal & Business
State and Local Taxes
Tax Planning
Payroll and Payroll Tax Returns
New Business Advisory Services
|
Twitter
Facebook
Youtube