1. Tell us about yourself and how you got interested in accounting?
I grew up in Carl Junction, Missouri and graduated from Missouri Southern State University in Joplin, Missouri. I had a wonderful business teacher in High School who encouraged me to go into accounting.
2. What is your job? Describe your role at TWC and also during tax season?
I am a supervisor in the tax department. This tax season, I was in charge of the in house training for individuals, as well as helping develop the work flow for the tax department. I supervise the bank tax returns and prepare individual, trusts and partnership returns.
3. How long have you worked at TWC and what do you enjoy most about your job?
I have been at The Whitlock Company for seven years and have developed a close relationship with several clients. Helping clients is the most enjoyable part of my job.
4. Share your knowledge – how can clients stay organized through the year to be prepared for tax season 2011?
Keeping a file for all important tax transactions during the year is the key to a less stressful tax time. I recommend either an accordion type file or a couple of file folders where you can keep receipts for contributions, business expenses and other important items as they accumulate during the year. Then in January when all year end items start arriving, you already have a set place to file them.
5. In your opinion what is the future of the accounting industry? Any pertinent changes that you see coming?
I believe consulting work will be an area of growth for accountants. As businesses have struggled this past year, many are researching ways to lower expenses, better use of employees and how to maintain the cash flow.
6. And finally, tell us about your family and what you like to do in your spare time.
My husband, David, and I have one daughter, Jordan, who is a junior at the University of Arkansas. We enjoy all types of sporting events and going to the lake in the summer.