Denise – Personal Bio


Tax Professional

Denise Masney

In October of 2018 Denise joined the Gedi Prime staff as a Tax Professional.

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Certifications

AFSP Certification
QuickBooks Online Pro Advisor Certification


Bio


Over 15 years of accounting experience in the private sector. She has a diverse business background in forensic internal auditing, corporate accounting, business administration, tax preparation of individual, proprietorship, corporate, partnership, and nonprofit income tax returns. Thrives on the challenge of identifying and solving problems, listening to the needs of business people and contemplating creative options for business development with confidence that we can make a difference in our community. She is active in the National Association of Tax Professionals, a member of the National Notary Association and a certified QuickBooks Pro Advisor.


Education


  • University of Phoenix – M.B.A. in Accountancy
  • Northern Arizona University – Bachelor of Science

Expertise


Denise is a results-oriented tax professional with expertise in advanced auditing, account reconciliations, financial analysis/assessment, financial reporting, GAAP compliance and tax filings. She is well-versed about various allowances, grants and deductible expenses which can save businesses thousands yearly. Denise attends forms and new standards for completing tax documents.

Core competencies

  • Income tax preparation for individuals and companies
  • Personal and business financial planning and projections
  • Financial review and consultations, to provide proactive insight
  • Financial review and year-end adjustments, per client needs
  • Identify potential tax credits and liabilities to ensure accurate and complete returns are filed in a timely manner
  • Complete tax forms in accordance with policies and in compliance with legislation and regulations.

Certifications



QuickBooks Online Pro Advisor
A QuickBooks ProAdvisor is someone who has passed a certification exam and who has proven to be familiar with the QuickBooks Online product.

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