Margo is an enrolled agent (EA) and a Fellow of the National Tax Practitioner Institute, with over thirty years of experience encompassing various areas of taxation. Though her practice centers on Individual, Business, and Estate Tax preparation. Margo specializes in IRS Audits, Appeals, Collections, Innocent Spouse, and Civil Tax Fraud Representation.
Margo started her tax career with a national tax firm in Florida moving up the ranks as a tax preparer to District Office Manager, Financial Advisor and instructor of various tax law topics. Outside her tax practice she is an active member of the Florida Society of Enrolled Agents and served on the Executive Board as Secretary and Vice President as well as serves on By-Laws, Nominations committees and is Scholarship Chairperson. She prides herself on maintaining the highest ethical commitment with due dillgence and competence.
-National Association of Enrolled Agents
-Florida Society of Enrolled Agents
-National Association of Tax Professionals.
-ASTPS; American Society of Tax Problem Solvers
Ms. Rosa is a Fellow of the National Tax Practitioner Institute, a Graduate of the Schuldiner Smolen Leadership Academy, Past President of the Capital City Chapter of Enrolled Agents, Audit Committee Chairman of the Elks #937 Lodge 2017-2019, FSEA Scholarship Chairperson 2016-2018. Secretary Executive Committee FSEA 2016-17; 2017-18. Vice President Florida Society of Enrolled Agents 2018. She is also a member of the organization of Professional Women.