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Tax Pro Profiles

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MSCTA

Education:

Tax Preparer, Accountant/Book Keeper

Years of Exp:

15+

Firm Size:

1-4 Persons

Laura Herzig

National City

CA

Certifications

Services & Specialties

MSCTA

Tax Preparer, Accountant/Book Keeper
Tax Prep, Tax Advising, Accounting/Bookkeeping, Sales Tax Reporting
Real Estate, Foreign Citizen, Sales/Property Tax, Prior Year Returns

Bio

I have a Bachelor’s degree in Business Administration and a Masters degree in Accounting, I have more than 18 years of experience in the accounting field; I am a certified (State and Federal) Tax Preparer since 2008. I specialize in bookkeeping, month-end closing procedures, journal entries, balance sheet account reconciliations, and sales tax preparation and reporting. I also have a experience preparing for audits; nothing makes me happier than helping small business owners to get their books in order and individuals to file their taxes on time.. As Certified Main Street Tax Advisor, I want to help my clients to achieve their dreams in the business and personal aspects of their lives. I believe everything is possible if you have the right team by your side.

5/5

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MSCTA

Cindy Leddicotte

Education:

Tax Preparer, Accountant/Book Keeper

Years of Exp:

25+

Firm Size:

1-4 Persons

Cindy Leddicotte

Fresno

CA

Certifications

Services & Specialties

MSCTA

Tax Preparer, Accountant/Book Keeper
Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll
Real Estate, Prior Year Returns

Bio

Cindy is an accomplished, resourceful Accountant with more than three decades of experience in accounting roles. She has a proven history of increasing profits, minimizing taxes, implementing effective and practical controls, and working with internal and external customers to achieve business and personal objectives. Her background includes positions in business consulting, manufacturing, nonprofit, construction, and entertainment industries.

Her current journey started in 2003. Cindy was a small business consultants working for an international consulting firm serving small business in the United State and Canada. As the economic downturn began impacting small businesses she saw the need to focus her efforts on ‘helping business succeed” and the Small Business Advisory Group doing business as SBA Accounting and Tax Solutions was established in late 2009.

Cindy and her team slowly expanded their services to meet today’s needs of small businesses and their owners.

We focus on accounting and bookkeeping, business advisory services, capital acquisition, debt mediation, tax problem resolution, tax planning and preparation. We are committed to bringing you a level of sophistication which has no competition.

Get in touch with Cindy by calling 559-369-7691 and she will be glad to provide an initial interview at no charge.

5/5

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MSCTA

Jacob Sannon

Education:

CPA

Years of Exp:

4

Firm Size:

1-4 Persons

Jacob Sannon

PHOENIX

ARIZONA

Certifications

Services & Specialties

MSCTA

CPA
Tax Advising
Real Estate

Bio

Jacob Sannon attained his master’s degree in accountancy from the University of Idaho where he graduated top of his class earning Summa Cum Laude honors as a collegiate athlete. He began his career at one of the largest accounting firms on the west coast of the U.S. where he gained exposure to working with high net worth individuals and medium size businesses in a variety of industries.

Jacob now specializes in providing tax planning, consulting, and advisory services. His main interest is working with professional based industries such as Attorneys, Doctors, and Lawyers; while also having a large portion of his clients within the real estate industry. Jacob is the owner and operator of a Phoenix based CPA firm that works with clients remotely in all 50 states. Jacob really enjoys the long term relation ship that he builds with his clients.

5/5

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MSCTA

Education:

Tax Preparer

Years of Exp:

25+

Firm Size:

1-4 Persons

William Richerson

Fort Worth-Dallas area

Texas

Certifications

Services & Specialties

MSCTA

Tax Preparer
Tax Prep, Tax Advising, Financial Services, Sales Tax Reporting
Real Estate, Crypto, Manufacturing, Agriculture, Prior Year Returns

Bio

Bill started his first business, a specialty outdoor sports retail store, before graduating from collage. Following graduation from UTA, Bill passed the CPA exam but did not work for a CPA long enough to qualify for the certificate. He has been a CFO in manufacturing, treasurer for non-profits and accountant for a bankruptcy trustee in several large cases involving manufacturing and wholesale building supplies. Since then he has been committed to learning how to help small business be successful by using their financial information as the measurement tool that it is. What can be measured can be analyzed and corrections made to stay profitable and grow. As part of this commitment he started his tax practice. He and his wife own other businesses including being active real estate investors. They have 3 adult children with grand and great grand children. When Bill is not is not working, or with family, he enjoys anything in the outdoors and he is a Texas Master Naturalist.

5/5

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MSCTA

Jennifer Shrewsberry

Education:

Tax Preparer

Years of Exp:

10+

Firm Size:

1-4 Persons

Jennifer Shrewsberry

Charleston

WV

Certifications

Services & Specialties

MSCTA

Tax Preparer
Tax Prep, Tax Advising, Accounting/Bookkeeping
Real Estate

Bio

Jennifer Shrewsberry is a Main Street Certified Tax Advisor and Bookkeeping Firm Owner who specializes in providing comprehensive tax services to real estate investors and service-based businesses focused on real estate. With years of experience in the industry, she has built a reputation for providing personalized attention and customized solutions that help her clients achieve their financial goals.

As the owner of her bookkeeping firm, Jennifer brings a unique combination of expertise and dedication to every project she takes on. She understands the challenges that real estate investors and service-based businesses face and works closely with her clients to provide tailored solutions that meet their specific needs.

Jennifer is also a successful real estate investor with a portfolio of short and long term rentals. Her experience as an investor gives her a unique perspective and valuable insights that she can share with her clients. She understands the importance of careful financial management and strategic decision-making when it comes to investing in real estate, and she uses this knowledge to help her clients achieve their investment goals.

As a fellow investor, Jennifer is committed to staying up-to-date on the latest industry trends. She leverages her knowledge and experience to provide her clients with the most current and accurate information available, helping them make informed decisions about their own investments.

5/5

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