What kind of accountant am I?
Although I am federally authorized to handle to taxes, I do not have a license from the state.
What is an enrolled Agent.
I am the most subpoenaed document in employer lawsuits
What is an employee handbook
In 2025, I increased from $16 to $16.50
California minimum wage
I am a pro at analyzing financial data for legal proceedings.
What is a forensic accountant.
I help clients obtain tax ID's for local and state agency's.
What is Middesk
What is the legislation launched in 2019 that started the requirement all businesses offer a retirement plan.
What is CalSavers.
I am required to take 20 CPE credits each year in the state of California.
What is a CPA
I provide protection against cashflow interruptions.
What is Paychex Promise.
Which two DSM's graduated from the University of San Diego
What is Kade Schmitz and Amber Herweck
I require the “ABC test” to determine if workers in California are employees or independent contractors
What is AB5
I exam financial records to verify their accuracy and ensure they are in compliance with tax laws, regulations, and any other applicable accounting standards
What is an auditor?
I provide interactive courses and playlists focused on key elements of financial well-being
What is FINFIT.
I eliminated the ability of California employers to require their employees to use up to two weeks of accrued vacation time before they start receiving Paid Family Leave benefits under the EDD’s paid family leave program.
AB 2123
I prepare data for use within a company by forecasting cash flows, creating budgets, and analyzing the rate of return for short and long-term projects
What is a staff accountant
I help employees create their perfect space with top-notch appliances and furniture, security, moving and relocation services, and more.
What is Paychex Flex Perks.
I am the bill passed that added a deduction for individuals who are age 65 and older may claim an additional deduction of $6,000.
What is the Big Beautiful Bill