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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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SCOTT GOLDEN

Enrolled Agent: 3 years tax experience
Additional Certifications: Small Business/Sole Proprietors

Personal Information

Professional Experience: 20 years bookkeeping and accounting
Educational Experience: Associates Degree in Mathematics, Bachelors Degree in Accounting
Areas of Expertise: Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Non-U.S. citizen (living in USA), Income earned outside the U.S., Retirement income, Income from multiple States, Military, Small Business, Sole Proprietor, or Self-employed, Partnerships, Corporations, Help with IRS or State notices / audits
Hometown: Boulder, CO
Hobbies: Woodworking, Investing, People
Why I Prepare Tax Returns: I like people and I get a thrill out of finding each and every deduction and credit that my clients are entitled to. I believe that each of us is responsible to pay as little tax as we are legally required to pay. Most people do not have the time or knowledge to do this.

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Wayne Schempp

Tax Specialist 1: 1 years tax experience

Personal Information

Professional Experience: 30+ years Computers & Technology
Educational Experience: Double Major - Computer Info Systems & Business Admin
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Retirement income, Income from multiple States, Small Business, Sole Proprietor, or Self-employed, Trusts & Estates, Partnerships, Corporations, Help with IRS or State notices / audits, Tax Planning
Hometown: Loveland, CO
Hobbies: Investing, Motorcycling, New Technology, Car repair
Why I Prepare Tax Returns: Serving first time taxpayers to retired taxpayers .. and every taxpayer in between. Find all possible deductions and credits to lower your tax liability and stress. Attention to details. Solutions and results to keep you returning - year after year. Your confidence and trust is important to me

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Leonard Abels

Tax Associate: 1 years tax experience

Personal Information

Professional Experience: Prepared own taxes
Educational Experience: BS Degree
Areas of Expertise: Income from multiple States

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IRIS MATNEY

Tax Advisor 3: 8 years tax experience

Personal Information

Professional Experience: Tax preparation with H&R Block: 2002 to present; Computer System Analyst and Manager - United States Department of Interior: 1973 to 1997
Educational Experience: BBA-West Texas State University
Areas of Expertise: Investments/Stock Options (income, sales, losses), Home ownership, purchase, or sale, Home foreclosure, Real estate rentals or vacation homes, Charitable giving, Loss from disasters or theft (e.g., flood, tornado), Retirement income, Small Business, Sole Proprietor, or Self-employed
Hometown: Amarillo, Texas
Hobbies: Gardening, cooking and canning, sewing and quilting, reading, dancing
Why I Prepare Tax Returns: I want to be sure my clients understand how their documents relate to their tax return so they are able to make decisions during the year with the affect of taxes in the back of their minds. I work with clients in understanding their tax situation and planning for the following tax season.

To schedule an appointment, please call the office.

Anneliese Alexander

Tax Associate: 0 years tax experience

Personal Information

Professional Experience: 6 years of forecasting and researching experience as a meteorologist in the energy sector
Educational Experience: Master of Science Degree in Professional Meteorology from University of Oklahoma and an Associate Degree in Business Administration from Penn State
Areas of Expertise: Home ownership, purchase, or sale, Real estate rentals or vacation homes, Income from multiple States
Hometown: Longmont, CO
Hobbies: reading, travel, wine tasting, and occasional storm chases
Why I Prepare Tax Returns: I love working with numbers and solving puzzles, and I view tax preparation as a great mix of both. Thus far in my life, I have experienced a number of different tax scenarios, including buying and selling homes, renting property, and earning income in multiple states.

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Location

257 JOHNSTOWN CENTER DR
STE 112
JOHNSTOWN, CO 80534

Office Phone Number

970-587-9500

Office Information

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

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