Professional Information

Ms. Rosa is an enrolled with the United States Treasury Department to practice before the IRS, governed by rules stipulated in United States Treasury Circular 230. As a Federally Authorized Tax Practitioner and a tax resolution specialist my Enrolled Agent License is issued by the United States Treasury. With this license I work for U.S. taxpayers everywhere to resolve tax matters and de-escalate stress about taxes or tax disputes for individuals and corporations with federal, as well as, assist with state issues.

Ms. Rosa has more than 28 years experience in tax preparation. Employed with H&R Block Eastern Enterprises, one of the largest tax preparation tax services in the country from 1999 to 2010, supervised a total of 35 - 40 staff.  Also, responded to all complaints of the entire district (15 offices) completing an investigation and without delay have the complaint resolved. In this position I was able to acquire an impressive foundation of knowledge and was able to have an opportunity to develop and refine skills in client/staff relations problem solving and people management.

Promoted to serve the Premium Tax Services Office for the 2001 tax year until 2010. Worked on more difficult and challenging Individual Income Tax Returns as well as Corporate Tax returns, 1065, 1120, 1120S, 1041, 990, 706, payroll and payroll taxes. Also, included monthly accounting and bookkeeping for small to medium sized businesses including Florida Corporation , LLC, Partnership and 1120S corporations setup.  Also discussed financial planning with clients and together come up with a plan for their financial future. Continued to serve as Instructor of Basic and Advanced Tax classes working evenings or weekends, and served as the Public Relations Officer for the District. Ms. Rosa also a public speaker for the firm, spoke on informing businesses of new tax laws as well as single subject classes i.e. Schedule C Sole Proprietorship, etc.

-Provides consultation services to clients who are located in remote locations.

-We can visit your office or home to gather your documents, complete a interview session, or to provide services.

-IRS Representation - should you have a problem with the IRS whether you have to file back taxes, wage garnishments or an audit she can help you work through it.

-Payroll Services - I can prepare your payroll for staff as well as prepare the quarterly and annual reports to the Department of Revenue.

-Monthly Accounting, bookkeeping and tax services; by outsourcing you accounting needs you can focus on your business and leave the accounting services to us. 

-Notary Public

Awards

Award for dedication for instruction of tax preparation to students at FAMU 2005;

Award for Excellent Service for the People of Florida through The Human Rights Advocacy Committee 1997;

Instructor of the year Award 2007 and 2009 with H&R Block;

Block Pro Bravo Award for Excellence in Public Relations 2003;

Certificate of Accomplishment Instructor/Everyone Return 2005;

Instructor of the year, Literacy Guild, instruction to adult learners to read and write. 2001 - 2005 consecutive;

The Florida Orchestra Certificate of Appreciation for Dedication and outstanding service for Guest Artists 1996 ;

Award for promoting the arts and contributing to the betterment of the community in 1993, 1995, and 1997;

Certification of Appreciation "A Powerful Voice in a Child's Life" Guardian Ad Litem 2005-2006;

President, Alliance for Florida's Future, Inc 2007-2008;

Expert Author Certificate through Ezine Articles June 2012;

Certified Professional Coach Certified May 2012;

Certified Feng Shui Organizer and Home Stager 2008 Member of the Florida Design and Redesign Group
Ms. Rosa has written a book on "Feng Shui a Tutorial" published 2008.



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