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Bruce A. Cunningham, CFP®

Owner

I an Self Employed
Parker, Colorado, USA

Sole Proprietorship

Professional Summary

I am an IRS Registered Tax Return Preparer in Parker, CO with clients located in most of the 50 states and throughout the world. I've been in the business for over 30 years and have extensive experience with Federal and State Personal and Business tax regulations. I'd be happy to chat with you about your requirements and see if I can be of assistance. Please give me a call. Bruce Bruce A Cunningham, CFP® 20881 Parliament Pl Parker, CO 80138 303-954-8700 (O) 941-626-5675 (M)

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Languages

  • English

Industry Experience

    • Tax Consulting & Preparation & Financial Planning

Birthday

May 22

Experience

I an Self Employed
Parker, Colorado, USA 80138
Owner
Sole Proprietorship
2012 - Present
As owner, I am responsible for federal and state income tax preparation and review for corporations, partnership, small businesses, and individual tax returns. I represent clients before Federal and State tax authorities, draft replies to auditors queries and negotiate settlements. Role requires extensive Federal & State Tax Knowledge as well as strong analytical and research skills, including effective written and verbal communication skills.
I an Self Employed
Punta Gorda, Florida, USA 33950
Owner
Sole Proprietorship
1992 - 2012
As owner, I am responsible for federal and state income tax preparation and review for corporations, partnership, small businesses, and individual tax returns. I represent clients before Federal and State tax authorities, draft replies to auditors queries and negotiate settlements. Role requires extensive Federal & State Tax Knowledge as well as strong analytical and research skills, including effective written and verbal communication skills. Prior to my move to FL, my office was in Easton, CT for 18 years. I also have 25 years experience in large company financial mgt.

Education

BA, Economics 1964
University of CT
Storrs, Connecticut, United States
MBA, Systems & Management 1980
University of Bridgeport
Bridgeport, Connecticut, United States
Teaching Credential, CFP® 1990
Certified Board of Financial Stds, Inc
Washington, District of Columbia, United States
Received CFP® certification from the Certified Financial Board of Standards, Inc. at 1425 K St NW # 800 Washington, DC 20005. Phone 800-487-1497. I retain and build upon this Certification with annual Continuing Education and Biannual Re-certification.

Professional Certifications

Certified Financial Planner (CFP)
1990
Active
IRS Registered Tax Return Preparer
2005
Active

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