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Working: 9.00am - 5.00pm
Senior Tax Preparer
Alma Moreno
ERO • CAA • Notary Public Individual & Business Income Tax Preparer Accounting/Bookkeeping Specialist IRS PTIN, E-File & CAA Authorized
Professional Skills
I’m a tax preparer at Capital Financial Services with 15 years of experience in the tax industry. I am dedicated to making the process simple and stress free for my clients. I work with individuals and businesses to ensure their return is accurate, compliant, and file on time. I believe in honest service, clear communication, and treating every client with the respect and attention they deserve. My goal is to guide you through every step and help you feel confident about your financial decisions. My solid accounting background and continuous IRS-approved training allow me to confidently navigate complex tax situations and provide results that my clients can trust.
Educational Experience
I graduated in 2010 from Kennesaw State University, with an associate’s degree in accounting which has provided me with a strong educational foundation and the technical knowledge necessary to handle diverse tax scenarios. I bring specialized training in federal and state tax law, IRS compliance procedures, identity-verification standards, and notarial practices. As a Certified Acceptance Agent (CAA) and Electronic Return Originator (ERO), I maintain strict adherence to evolving IRS regulations through advanced coursework and annual due-diligence certifications.
My background in notarization further strengthens my ability to guide clients through complex documentation with accuracy and professionalism. I remain committed to continuous education to ensure reliable, compliant, and high-quality service in tax preparation, identity verification, and notarization.