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Jefferson Heath

Senior Tax Specialist

H&R Block, Inc.
Phoenix, Arizona, USA

Tax Advisory Firm

Individual Income Tax, Small Business, Real Estate

Professional Summary

Senior Tax Specialist with expertise in: Small business – Sole Proprietorship – Schedule C Capital Gains & Losses Interest & Dividends Basis & Depreciation of Assets Filing Requirements Family & Education Credits Itemized Deductions Employee Business Expenses & Home Office Cancellation of Debt Income Amended Returns Retirement Income US Income of Non-citizens

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Languages

English

Website

H&R Block

Interests/Hobbies

Coin Collecting
Shooting
Reading

Birthday

July 24

Experience

H&R Block, Inc.
Phoenix, Arizona, USA 85004

Senior Tax Specialist

Tax Advisory Firm

2008 - Present

Senior Tax Specialist with expertise in:

Small business – Sole Proprietorship – Schedule C
Capital Gains & Losses
Interest & Dividends
Basis & Depreciation of Assets
Filing Requirements
Family & Education Credits
Itemized Deductions
Employee Business Expenses & Home Office
Cancellation of Debt Income
Amended Returns
Retirement Income
US Income of Non-citizens

Education

MS, Computer Information Systems 1993

Western International University

Phoenix, Arizona, United States

Magna Cum Laude

MA, Latin American History 1979

Universidad de las Americas, A.C.

Puebla, Puebla, Mexico

BA, History 1972

University of Oklahoma

Norman, Oklahoma, United States

Phi Alpha Theta

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