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About
Tax and Business Advisor with over 20 years of experience serving individuals and small businesses with their accounting needs. I am passionate about helping others and strive to provide the best tax planning service. My accounting specialties include: personal and business tax preparation, incorporations, bookkeeping, and payroll. I am fluent in both Spanish and English, hold a Bachelor of Science in Business with a concentration in Accounting from the University of Phoenix and IRS CAA. I began my career in the tax industry at a local travel agency and later transitioned to full tax service at H&R Block where I worked for 19 years before joining the accounting field at Tax and Beyond in December of 2020 (jrosado@taxbeyond).
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Skills
Client Relations, Community Engagement, Lacerte, Language: English and Spanish, Microsoft Office, Operations, QuickBooks, Canva, Account Management, Administrative, Biligual, Bookkeeping, Budgeting and Forecasting, Business management, team-leadership
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Experience
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Accounting
October 2020 — Present Chicago -
Accounting
October 2020 — September 2022 Chicago
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