Preparation of federal and Wisconsin individual income tax returns and quarterly estimated payments.
2005 - 2014 - Hunter Family Trust
Preparation of fiduciary federal and Wisconsin tax returns; preparation of annual trust accounting for Elkhorn County Probate Court
2007 - 2013 - Various clients previously served by the VITA Clinic at UW-Whitewater
Assist taxpayers whose tax compliance needs are beyond the scope of the services the VITA program can offer.
2010 - 2012 - Low Income Tax Clinic
Preparation of prior year and current year federal and Wisconsin tax returns for LITC clients.
2008 - Friends of the Evansville Community Senior Center
Assisted in the preparation of the organization's initial tax return (Form 990) and related extension.
2001 - 2007 - Milwaukee Choral Artists
Member of the advisory board; maintain database of over 1,000 patron records; supply address information for announcement mailings of upcoming concerts; currently commencing a redesign of the patron database
2005 - 2007 - Olm & Associates
Tax planning and compliance work for a number of clients of the above-named firm. Work includes preparation of individual and fiduciary income tax returns and federal and state estate tax returns.
2007 - Deloitte & Touche
Financial accounting training sessions for new attorney hires at Deloitte.