After 21 years working for the big guys, doing things their way, I’m ready to do things my way. I like jigsaws & crosswords & sudokus & taxes. They all involve figuring out the solution to a puzzle.
I have worked in 3 states and prepared tax returns for just about every state that has an income tax. I can prepare individual returns, corporate returns, partnerships, LLCs, trusts, estates, and tax returns for not-for-profit organizations.
I offer personal, face-to-face, get-to-know-your-situation tax preparation. I can work around your schedule. I can come to your home or office, you can come to mine, we can meet somewhere in the middle – whatever and whenever you prefer.
I offer bookkeeping services, weekly, monthly, as much or as little as you need.
Who am I?
I was born & raised in Iowa City, Iowa. I received a BA in Political Science at the University of Iowa & then studied public policy at the Humphrey Institute at the University of Minnesota. In 2003 I moved to the Wyoming Valley outside Spring Green, Wisconsin and now live on my great-grandfather’s land.
Learn more about the Lloyd-Jones family at UnityChapel.org.
Mary the Tax?
The Welsh people recycle the same 10 names over & over so have to be creative about identifying the person they’re talking about. They differentiate by means of a person’s occupation or home or some physical characteristic. (Think "The Englishman Who Went up a Hill and Came Down a Mountain" - Jones the Meat, Jones the Milk, Jones the Post, etc.). My family does the same thing. There are many Marys & not a few Mary Lloyd-Joneses in my family tree so I became Mary the Tax.
What is an Enrolled Agent?
An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. EAs advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax reporting requirements. Enrolled agents prepare millions of tax returns each year. Only EAs are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.
Enrolled agents are the only taxpayer representatives who receive their right to practice directly from the U.S. government (certified public accountants and attorneys are licensed by states and their licenses are state specific). After a stringent testing and application process, the IRS requires EAs to complete 72 hours of continuing education every three years (although our professional organization, of which I am a member, requires 90 hours), and adherence to a strict code of ethics and rules of professional conduct.