Nancy Temples, EA , NTPI Fellow®
Gouldsboro,PA
Summary
Business-minded professional tackling any job task with enthusiasm and precision. Determined front and back office supervisor delivering exceptional service and responding to questions and inquiries quickly and professionally with a caring touch. Demonstrates positive attitude and readiness to adapt to different situations and deadlines.
Overview
37
37
years of professional experience
Work History
Owner-Founder
North Pocono Yoga LLC
Moscow, PA
06.2023 - Current
- Founded North Pocono Yoga LLC in Moscow, PA - a welcoming studio for everyone to find a path to their health and wellness
- Teach Hatha Yoga, Meditation and Yin Yoga Classes
- Interview and supervise subcontracted Yoga Instructors
- Prepare all studio events and schedules
- Prepare all business records and tax filings
- Create marketing campaigns to attract new customers.
Owner - Founder
Temples Tax Management LLC
Gouldsboro, Pennsylvania (PA)
04.2023 - Current
- Tax Representation for Audits, Tax Notices from the IRS and State Taxing Authorities
- Review Tax Returns - Individuals, C Corporations, S Corporations, Partnerships, Foreign Filings, Payroll Filings
- Tax Research
- Sales Tax Filings
Tax Manager
Tropeano & McGrady, PC
Whitehouse Station, NJ
02.1987 - 04.2023
- Prepared, reviewed and filed corporate, trust, partnership, and individual income tax returns, including foreign forms. Managed the workflow for the timely and accurately filing of 600 personal tax returns and 250 business tax returns. High net worth clients included
- Managed a staff of 10-15 tax accountants
- Tax representation for the IRS and State taxing authorities - power of attorney - full representation and management of clients audits and tax notice responses with positive results
- Prepared hiring promotions, attended job fairs for recruiting new staff and interns, ran a seasonal intern program. Prepared the on boarding and training of new employees
- Reviewed and analyzed financial statements to determine tax liability.
- Created and updated financial reports on a frequent basis to present information to clients management leadership teams.
- Monitored changes in local, state and federal taxation laws.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Developed strategies to minimize client's overall tax liabilities while staying within the boundaries of applicable law.
- Advised clients on acquisitions, liquidations, and other business transactions which have a tax consequence.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Conducted research on various state and federal tax issues.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Assisted with customer requests and answered questions to improve satisfaction.
- Identified needs of customers promptly and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
RYT-200 - Yoga
Akasha Yoga Academy
Ubud, Bali05-2023
NTPI Fellow - Tax Representation
NAEA - National Tax Practice Institute
Washington DC 11-2018
Enrolled Agent Certification - Tax And Tax Representation
Dept of Treasury - IRS
Washington, DC05-2013
Associate of Applied Science - Accounting
Raritan Valley Community College
Somerville, NJ06-1995
Skills
- Business Management
- Negotiation
- Customer Relations
- Strategic Planning
Timeline
Owner-Founder
North Pocono Yoga LLC
06.2023 - Current
Owner - Founder
Temples Tax Management LLC
04.2023 - Current
Tax Manager
Tropeano & McGrady, PC
02.1987 - 04.2023
RYT-200 - Yoga
Akasha Yoga Academy
NTPI Fellow - Tax Representation
NAEA - National Tax Practice Institute
Enrolled Agent Certification - Tax And Tax Representation
Dept of Treasury - IRS
Associate of Applied Science - Accounting
Raritan Valley Community College
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