Big things are happening around our office! One of those things involves a shift in focus specifically to small business tax and tax planning at Todd Greene, CPA, PLLC, to better serve our growing client base. With that comes the hiring of two new team members!
A new direction
Our company is focusing on a new direction, which is small business taxes, tax planning, and shorter turnaround times.
With the 2022 tax filing season right around the corner, we are getting ahead of the game now! To ensure a smoother tax season, we have hired two new team members.
Please join us in welcoming Angie Heidel, operations manager, and Jackie Salazar, bookkeeper.
Meet Angie Heidel
Originally from Michigan, this mom of two shifted gears with a recent career change of her own. She has lived in the Carolinas for 15 years and primarily worked as a listing manager in real estate, handling the operations side of things.
Now, at Todd Greene, CPA, PLLC, Angie will help us organize and track our client files while managing our day-to-day operations.
In her spare time, Angie enjoys traveling, watching her kids play sports, being active, cooking and watching football.
Meet Jackie Salazar
Jackie is a multi-tasking wizard. Not only is she working toward earning her bachelor’s degree in finance and accounting, she is also working toward a master’s in business administration. Currently, she helps provide excellent customer service and assists our team in gathering all the information and documents needed to prepare clients’ files.
Soon, she also will be teaching our clients how to use QuickBooks and analyzing data to help provide potential solutions for an improved workflow for us and our clients.
Jackie said joining Todd Greene, CPA, PLLC has taught her a wealth of valuable information. “I am so happy to be part of the team,” she said recently.
More about tax planning
With our new focus and team members, small business tax planning at Todd Greene, CPA, PLLC, is our top priority!
We will continue to take the same proactive approach to tax planning, which means going beyond “tax season.” We work with our clients all year to create a custom plan that will effectively manage tax obligations. What’s more—we’re always committed to pinpointing opportunities to save our clients money on their taxes, which we believe is especially important for the small business owner.
When it comes to small business tax planning at Todd Greene, CPA, PLLC, it all starts with a free consultation. From there, strategic tax planning—and a better understanding of your taxes—begins. To find out more about us, our team and our services, continue to read our blogs!