Edelman Financial Engines 22232 17th Avenue Southeast, Bothell, WA 98021

"Are you still completing tax return extensions? I am offering to help. Attached is my resume: In 2014, after 38 years of preparing tax returns and teaching CPE, retirement called. However, boredom soon set in. In 2019, began assisting local CPAs offering over 40 years’ experience helping navigate complex tax challenges. Software Skills: • Lacerte, UltraTax, Drake Preparation Tax Software • MSWord, Excel, Outlook, Teams Work History: ● Tax Accountant, 2019 to Present: Contract work for CPAs preparing Individual, Trust, S-Corp, C-Corp, and Partnership tax returns: o Gipson, Woodruff & Brady, LLC – Kirkland, WA o Affinity Group CPAs & Consultants – Bellevue, WA o Sumeet K. Bedi, CPA – Bothell, WA ● Traveling Accountants, Inc. (Owner) 1982 to 2014 o Prepared returns for a client base of 400 individual and corporate clients ● Seattle University Comptroller: 1975 – 1977 Education/Certifications: ● Seattle University bachelor’s degree - Major in Accounting, 1977 ● City University (Seattle) master’s degree w/Honors, 1995 ● IRS Enrolled Agent, 1982 - 2014 Military: ● US Army 1968 to 1970"

"One star because I can't give negative stars. Hired them for taxes. They screwed them up three years in a row. Still trying to get it all straightened out. Do not trust them."

"I’ve been a client of Viridian for years and I’ve always been impressed with my accountant, Joe Erickson. He has been a steady source of sound financial advice and would recommend his expertise to anyone looking for top-notch guidance. I’d trust this guy with my life."