Congratulations to Ann, who was promoted and is now our tax information associate. She is assisting in the coordination of going “paperless” and setting up the client portal. Once the portal is fully functional, clients will be able to retrieve their tax documents as needed.
Congratulations to Joy and her family! Joy recently had a beautiful new baby daughter and is now back from maternity leave. Mom, baby and family are doing just fine.
Jelynne is very busy in Audit mode and diligently working on their completion.
Lauren is steadily (as always) preparing tax returns.
Vic is attending college classes to prepare to sit for the CPA exam! Good luck, Vic!
Last but not least…
As you know, Steve, our resident accounting guru, is always turning and burning for his clients.
Tags: cpa, stephen merritt cpa, tax preparation, team news