What Makes Alice Great at Her Job ♦
Founder and President of Triad Tax Service, Alice specializes in tax preparation and planning for individuals, businesses, estates, and trusts. She has an extremely analytical mind, but she can’t do math in her head! Alice has the ability to analyze the big picture and find solutions that make sense. Her extensive experience with the tax code allows her to evaluate the pros and cons of potential tax strategies and find the best outcome for her clients.
Prior to founding Triad Tax Service in 2002, Alice worked for a national tax preparation firm as a tax consultant, bookkeeper for corporate and partnership clients, and taught a basic tax course each fall. Her bachelor’s degree in Chemistry is from Campbell University.
She is a member of the National Association of Enrolled Agents (NAEA), NC Society of Enrolled Agents (NCSEA), National Association of Tax Professionals (NATP), and NC Society of Accountants (NCSA). She previously held the offices of Vice President, Secretary, and Director for NCSEA. She also held the position of Director for NC NATP. She was the recipient of the 2012 Thurman E. Askew, EA Memorial Award. She also holds the following credentials; Enrolled Agent (EA) from the U.S. Department of the Treasury (March 2004), Accredited Tax Preparer (ATP) and Accredited Tax Advisor (ATA) from the Accreditation Council for Accounting and Taxation (ACAT) (2006), and Accredited Retirement Advisor (ARA) from ACAT (2007).
Some of Alice’s Other Passions ♦
I enjoy spending time with my three sons and their families. I also enjoy relaxing in the mountains with my husband, photographing wildflowers, and playing the piano. One of my favorite ways to past the time is cuddling with our three dogs; Major, Miles, and Amber.
Connect with Alice- Alice@triadtaxservice.com
Credentials Explained
Enrolled Agents (EA) are licensed by the U.S. Treasury and are the only federally licensed tax professionals with full authority to represent tax payers at all levels of the Internal Revenue Service (IRS).
Accredited Retirement Advisor (ARA), formerly known as an Elder Care Specialist (ECS), has expertise in preparing clients for retirement. ARA’s have thorough knowledge of the essentials of estate, trust, financial and retirement planning for the elderly.
Accredited Tax Advisor (ATA) designation is granted to a practitioner who follows a code of ethics and has mastery over sophisticated tax planning issues.
Accredited Tax Preparer (ATP) is governed by a code of ethics and possesses a thorough knowledge of the existing tax code and the preparation of individual returns, including comprehensive 1040 issues such as supporting schedules and self-employed returns.
