Member - Rita Tully

CGA

Rita has been in public practice for over twenty years. Her practice is built on the premise of superior customer relationships, ability to communicate with clients as partners not as an authoritarian, adherence to strict protocol in the office and processes resulting in virtually error-free work product, ability to manage time to meet client's deadlines, and a dedication to mastering and maintaining knowledge in key subjects and programs related to her client's businesses and interests.

Rita offers services to owner-operated businesses, multi-level marketers, home based businesses and regular people. Services include bookkeeping on a regular basis, setting up bookkeeping systems in either Quick Books or Simply Accounting, consulting and fixing up existing bookkeeping systems, preparation of deceased taxpayers returns and trust returns, compilation of financial statements, preparation of corporate and personal taxes and reviewing prior year's submissions for accuracy and relevancy.

Rita has recently added a service to review estate plans set up for planned giving and their application to current tax law.

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