Adelaide Rose LLC

Small Business Financial Consultant and Master Tax Advisor

I also specialize in real estate investment tax strategies and cash flow analysis.
I provide tax advice to both for-profit and not-for-profit organizations.
Licensed to practice before the Internal Revenue Service (IRS).

Enrolled Agent

Baylor Scott & White Health

Manager

H&R Block

Office Manager, Field Instructor, BlockWorks District Advocate, Master Tax Advisor

Office Manager

Wells Fargo

Wholesale Technology Services Finance 
Wealth, Brokerage & Retirement Financial Planning & Analysis
Funds Management Group / Asset Management Group
Evergreen Investments
Capital Management Group Associate Program
Wachovia Securities Summer Intern - Richmond, Virginia

Financial Analyst & Consultant

Evergreen Investments

Management Metrics Analyst

Experienced leader with a successful history of working in the financial services industry as well as the health insurance industry. Skilled in Corporate Finance, Accounting, Taxation, Risk Management, Project Management, Budgeting and all things Financial Planning and Analysis. Advanced user of Microsoft Excel.

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Roslyn Banks, EA's Linkedin Analytics

Roslyn Banks, EA

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Roslyn Banks, EA

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Roslyn Banks, EA's Linkedin Analytics