San Jose, CA | San José, Others | San Francisco, California
Also known as: trudyschenk
I'm an Enrolled Agent with over 20 years experience preparing tax returns for individuals. Many of my clients are investors, so making sense of all those tricky employee stock plans and other trading activities are what I do best! I've also recently expanded my business to include QuickBooks consulting and bookkeeping for small businesses and real estate investors. Please see my new website (www.quickbookstaxpro.com) for more details. My company "Your Organized World" provides professional organizing services to individuals and small businesses. I especially love working with busy people who want to get their paper under control. I help clients overhaul their filing systems, deal with out-of-control paper piles, and most importantly give guidance on what to keep and what to throw out! Find out more at www.yourorganizedworld.com. As a sideline to my organizing business, I'm an independent consultant for Clever Container, a direct sales company featuring organizing products for the home. You can find out more and check out the product line at www.cleverlyorganized.com. Specialties Home organizing, paper management; photo management, organization of computer files, social media marketing, organizing products for the home. Bookkeeping and tax preparation for small business/investors filing Schedule C and E, tax preparation for employees with stock options, RSU, and ESPP plans.
