Bernadette "Bunny" Newby, Enrolled Agent

Bernadette “Bunny” Newby, Enrolled Agent

Bunny’s experience in co-owning a small business allows her to see tax and accounting issues from both sides of the table. She has honed her tax and bookkeeping skills since 1991 when she began her professional career with a local CPA firm. Her philosophy of empowering the client through personalized bookkeeping training as well as thorough explanations of tax issues has served clients well. In 2008, she passed the certification to become an Enrolled Agent which allows her to represent clients before the IRS in addition to preparing tax returns. She is active in the Capital of Texas Enrolled Agents.

CURRENT POSITION:
  • Tax Preparer & Bookkeeper
AREAS OF PRACTICE:
  • Taxation and Tax Planning
  • Bookkeeping set-up & training
  • Audit assistance, both Federal and State
  • Payroll
CERTIFICATIONS/SPECIALTIES:
  • Certified QuickBooks Pro Advisor
  • Licensed by Internal Revenue Service for tax preparation and representation
EDUCATION:
  • The University of Texas, Austin
PAST EMPLOYMENT POSITIONS:
  • Popejoy & Associates, PC
  • Freeman Shapard & Story CPA
  • Roberta Y. Long, PC