I started my professional tax career in 1996 preparing 1995 tax returns. It was around this time that I first heard the term Enrolled Agent. I had always studied taxes for fun and decided to study for the Special Enrollment Exam, the main prerequisite to becoming an EA. I obtained my EA designation in 2000 and in 2002 I started a single person tax operation. Doing so put me in the position of having to learn, or relearn, all parts of the tax preparation business. In 2003 Jeff approached me about forming a partnership with him and his wife Roxanne. Through many conversation over a period of several months, Northern Arizona Financial Services Co, LLC was born. Although our beginnings were quite humble, we always believed in providing the best service to our clients.
Over the years, as the company has grown, I have taken a primarily behind the scenes role focusing on our technology and security of client information. In addition to the many hours of ongoing tax education required of all EAs, it is my job to keep up to date with the latest defenses against computer attacks, software vulnerabilities and evaluating potential hardware and software migrations. I believe that technology gives us many tools that speed up calculations of tax returns, payroll generation, responses to IRS Audits and can even present us with the software programmer's idea of an ideal portfolio. In this always on, instant results era, the human factor can be overlooked and undervalued. This is exactly the time to slow down a step and consult with the type of professionals we employ.
When you sit down with any of our staff, you not only benefit from the vast knowledge and experience of the professional across the desk from you, our associates and the professional community, but also from me: silently supporting our business and protecting your information.