Tax Professional Finder

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Certification	Training Hours Required for Certification
Tax Associate	30-99
Tax Specialist (1-3)	100-189
Tax Advisor (1-4)	190-309
Senior Tax Advisor (1-5)	310-unlimited
Master Tax Advisor / Enrolled Agent	Circular 230* authorized and completion of Representing Individuals with Tax Problems

H&R Block Additional Certifications:

Additional Certifications	Criteria
Enrolled Agent (EA)	An Enrolled Agent 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 Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.
Certified Public Accountant (CPA)	Certified Public Accountants are Tax Professionals who have received state certifications to practice accounting.
Attorney	Attorneys are Tax Professionals who have received state certifications to practice law.
Small Business/Sole Proprietors	Small Business certified Tax Professionals are knowledgeable in the preparation of tax returns for small businesses and small business owner(s). These Tax Professionals have successfully completed advanced training in tax situations unique to Sole Proprietors, Partnerships and S Corporations.
Retirement	Retirement certified Tax Professionals have successfully completed H&R Block's certification program focusing on the tax impact of choosing various retirement options. These Tax Professionals have advanced training in the preparation of tax returns with retirement plan contributions and distributions and rollovers.
Investment Income	Investment Income certified Tax Professionals are knowledgeable in the preparation of tax returns with various types of investment income. These Tax Professionals have completed advanced training covering the various investment options and how the income, gains, and losses from these investments impact current and future year tax situations.
Military	Military certified Tax Professionals have successfully completed H&R Block's certification program focusing on the unique tax situations encountered by Military personnel and their families. These tax professionals have advanced training covering Military specific tax laws and the preparation of Military tax returns.

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To schedule an appointment, please call the office.

ROBERT S. BROWN

Tax Specialist 3: 6 years tax experience

Personal Information

Professional Experience: 30 + years as commercial property and casualty insurance agent.
Educational Experience: BS in Business Administration (Finance) from the University of Arizona.
Areas of Expertise: Investments/Stock Options (income, sales, losses), Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Retirement income, Income from multiple States, Small Business, Sole Proprietor, or Self-employed
Hometown: Windsor, CO
Hobbies: Golf, Racquetball, Reading, Traveling, Home Improvement Projects
Why I Prepare Tax Returns: Since I'm retired, it gives me the opportunity to meet new people, satisfy a need to keep learning and to provide a service that is appreciated.

To schedule an appointment, please call the office.

Ophelia Szwaja

Tax Associate: 2 years tax experience
Language: Spanish

Personal Information

Professional Experience: Small Business Owner
Educational Experience: Associates Degree
Areas of Expertise: Small Business, Sole Proprietor, or Self-employed
Hometown: Greeley, CO
Hobbies: I love reading and cooking.
Why I Prepare Tax Returns: I enjoy meeting new people and hearing their stories. I have also always liked working with numbers and doing taxes fits right into that.

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Location

923 MOUNTAIN AVE
BERTHOUD, CO 80513

Office Phone Number

970-532-7477

Office Information

Monday - Closed
Tuesday - 10 - 4
Wednesday - Closed
Thursday - 10 - 4
Friday - Closed
Saturday - Closed
Sunday - Closed

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Tax Professional Finder

H&R Block Tax Certification Levels:

H&R Block Best of Both^SM

H&R Block Additional Certifications:

H&R Block Best of Both^SM

Enrolled Agent

H&R Block Best of Both^SM

ROBERT S. BROWN

Personal Information

Ophelia Szwaja

Personal Information

Location

Office Phone Number

Office Information

Tax Professional Finder

H&R Block Tax Certification Levels:

H&R Block Best of BothSM

H&R Block Additional Certifications:

H&R Block Best of BothSM

Enrolled Agent

H&R Block Best of BothSM

ROBERT S. BROWN

Personal Information

Ophelia Szwaja

Personal Information

Location

Office Phone Number

Office Information

H&R Block Best of Both^SM

H&R Block Best of Both^SM

H&R Block Best of Both^SM