While it’s been a smoother filing season compared with years past, it’s still important to file correctly the first time, experts say. One way to avoid possible issues is by getting organized with the necessary tax forms, known as information returns, sent to the IRS and taxpayers yearly.
After a client complimented her skill at making complex financial topics easy to understand, Wilson branded herself “The People’s CPA.”
Sheneya Wilson, a New York City accountant, has seen the results in her office. It even is a problem with the weapons-grade software used by tax pros, which doesn’t necessarily prompt a preparer who adds a child elsewhere in the tax forms to change the client’s filing status to the more optimal “head of household” choice.
While studying accounting at SUNY Morrisville, Sheneya Wilson learned that only 4% of certified public accountants are Black. Wilson, who is of Jamaican and Cuban descent, decided then to pursue an MBA that would give her credits toward a CPA’s license so she could begin to change that percentage.
The People’s CPA, Sheneya Wilson, is a serial entrepreneur, CPA, real-estate investor, and educator. She is the founder and CEO of Fola Financial LLC.
