Lois has been specializing in personal income tax preparation since 2001. For the last nineteen years she has expanded her skill set in public accounting to include tax planning, corporate taxes for both S corporations and C corporations as well as partnerships and payroll to better assist clients with an overall understanding of all their individual and business tax situations. She has proficient experience with QuickBooks, Tax Wise, Tax Works, Ultra Tax and Pro Series accounting and tax preparation software.
With her many years of experience, Lois provides a high level of understanding for both the preparation of tax returns and the application of tax law. Her professional experience includes individuals and businesses of diverse complexities including high volume, multiple rentals, construction companies, medical professionals, sole proprietors, farmers and royalty income clients. Her tax preparation for these clients includes not only Federal income tax preparation but various states as well including Delaware, New Jersey, Maryland, Pennsylvania, Virginia, West Virginia, California and Hawaii. Many of her clients although having moved to these different states, remain with the firm to receive the high quality of service that they provide. Possessing these multiple skill sets, Lois can provide clients with continuous quality service from the payroll of their business, to the tax returns of the business to follow up with the individual return and tax planning. Overall, her education and knowledge grows every year as more and more challenging and complex assignments are given to her. She is currently working to obtain her CPA license.
- Wilmington University - Bachelor's Degree, Accounting, 2011
- Summa Cum Laude
- National Honor Society
Starkey and Company in Milford, DE
2008 – Present
- Tax Preparer
2001 - 2007
- Girl & Boy Scouts of America
- American Diabetes Association
- Relay for Life – American Cancer Society
- Greater Milford Chamber of Commerce
- St. Bernadette's Church