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Background
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Dear valued clients, |
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I received my baccalaureate
degree in Finance and Investments from Baruch College, New York, in 1994. I
continued with my academic career and received my MBA and MS from Drexel
University, Pennsylvania, in 1996. For 1 year, I worked with Meridian VAT
Reclaim as an accountant, reclaiming Value Added Taxes (VAT) for Fortune
500 companies and Russell 2000 companies. From 1997-2003 I worked with JPMorgan Chase as an accountant,
performing variance analysis for the company's treasury department. |
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I started
with preparing taxes
for friends and families in 1997. I have also worked as a tax preparer
for H&R Block during tax time. I enjoy working with tax payers and H&R
got me to a clear understanding on how the handle and prepare tax returns. I
regularly attend IRS Tax Forums and State Tax Forums to keep abreast of what
is new with the tax law for individuals and small business clients. |
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In 1998 I
launched my consulting firm (while employed with JP Morgan) Thomas
Consulting LLC, which started solely as an income tax preparation service
for individuals. It has now been expanded to provide additional tax
and business consulting services for both individuals and small businesses,
tax planning, payroll services, new business start-up, computerized bookkeeping and analysis, forecasting, business valuation,
and audit representation. In addition we have formed alliance
with a large financial institution to offer finanical planning as part of
our growing. |
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In August 2004 Thomas Consulting
became an LLC and established an
annex office in New Hyde Park, Long Island, in order to provide my
clients added service. My office hours in Long Island are by appointments
only. I will make every accommodation to meet you at my office or, if
needed, visit you at your place of business or residence. |
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| In April
2005 Thomas Consulting, LLC started to provide Credit Report Consulting
service, where we will inform you first what your FICO (credit) score
from all three major credit reporting agencies, and than figure out a
strategic plan to improve your score in order for you to purchase you
first home, car, lease or investment properties. |
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In 2008, after meeting all
requirements, the name of the LLC was changed to CPA Accounting Services,
LLC to offer more accounting related services such as audit and
representation for clients, complete payroll services including direct
deposit for employees, and complete bookkeeping. |
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June 2008 we formed
alliance with powerhouse financial company to offer complete financial
planning services. This is very important to all as many are concerned
about the future when social security benefits may not be around to support
us in our senior years. Good retirement planning will benefit us and
our children in the coming year. |
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I also understand that
individuals must disclose their assets and private information in order to
file taxes correctly. I value the privacy of all my clients. For
security there are no hard-copies of any returns within my offices.
Careful steps have been taken to secure the data files with password
protection. Social Security numbers and date of birth are also stored on
password protected files. Be assured that your private information is
secured with us. |
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Thank your for visiting my
website. I look forward to providing you with valuable service. |
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Sincerely, |
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S. P. Thomas |
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Accountant |
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