Donna Brown, Enrolled Agent
United States Credentials and Experience:
- Owner of DB Tax Solutions LLC (S Corp) -2015 - Present
- Preparing Individual and Business returns including Partnership and S Corp
- Preparing Canadian returns
- Bookkeeping, Payroll, Tax consulting
- CAA (Certified Acceptance Agent) for ITIN# Applications
- Notary Public, Franklin County, NC
- Real Estate Broker License
- Financial Advisor Representative (Series 6/63 license, Life Ins. License/Variable Annuity)
- Rukosky & Associates Financial Group, Raleigh, NC -Tax season 2017/ 2018
- Prepared Individual and Assisted with Business tax returns
- Completed Enrolled Agent examinations provided by IRS- December 2014
- Certified Enrolled -Agent January 2015
- Volunteered with AARP (American Association of Retired People)
- Completed individual tax returns - Tax Season 2013
- VITA Tax Training- October 2013- January 2014
Canadian Credentials:
Donna Brown, CPA, CGA
- November 2010, Completed CGA (Certified General Accountant) and have a current professional membership with CPA, CGA Canada
- November 2010, Completed Honours Bachelor of Commerce with Laurentian University
- Lawson & Coleman Accounting firm, Dec. 2009- June 2010
- Accountant
- Completed Individual and Small Business Tax Returns
- Bookkeeping using Quick books and Simply Accounting
- J Casperson & Associates, 2009
- Accountant
- Completed Individual and Small Business Tax Returns
- Bookkeeping using Quick books and Simply Accounting
- Payroll remittance, Tax remittance
- Boultbee Realty Ltd., 2003-2008
- Assistant Controller
- Prepared monthly Financial Statements and Balance Sheet analysis
- Maintained and managed over 25 properties and trust accounts, including bank reconciliations, and bookkeeping records
- Maintained and managed employee profiles and kept ROE, record of employment
- Maintained and managed over 200 tenant profiles
- Completed CRA (Canada Revenue Agency) tax and payroll remittance
- Monthly updated employee benefits
- Prepared Annual budget forecasts for Commercial Properties (12)