Rafelle Glatter

Rafelle Clatter

How I Can Help You

In education and practice I am able to understand the structure and intricacies of a beginning as well as of an ongoing business. I can look at and understand balance sheets, profit and loss statements and tax returns and the related issues. I can interview clients to discover what they really need and then advise them on how to get started financially and tax wise or to improve their financial situation.

I am a licensed CPA and enrolled agent. I was an IRS revenue agent for 26 years. I audited individual tax returns, small and large corporations, S-Corporations, banks and partnerships. 

Areas of Expertise 

interviewing skills and ability to work with the people most responsible for the finances, understanding and analyzing the underlying business structure, reading contracts, agreements, financial reports, and tax returns dealing with the IRS and California Franchise Tax Board. Upon retiring opened up my own practice with an emphasis on tax issue resolution and audit representation.

Education

Bachelor of Science - Elementary Education – Wayne State University, Detroit, Michigan 
Master of Science in Professional Accountancy – Walsh College, Troy, Michigan 
CPA Certification – States of Michigan and California 
Enrolled Agent Certification – IRS 

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The SCORE meetings are full of so much information- Your follow up email & hyperlinks will greatly help me to make the needed changes. http://ojaijalapenojelly.com/
Suze McClellan - Owner
Ojai Pepper Jelly