Tom Shadi
BA, MBA, EA, ABA, ATA, ATP

Professional Certification:

Federally Recognized Accreditation

  • Enrollment to practice before the Internal Revenue Service
  • Accredited Business Advisor
  • Accredited Tax advisor
  • Accredited Tax Preparer
  • Certified QuickBooks Pro-Advisor

Continuing Education: Recent Required Courses

  • Estate & Gift Taxation
  • Accounting Valuations: Businesses, Securities and Real Estate
  • Business Valuation and Estate Freeze Rules
  • Wealth Preservation and Tax Deferral-Reduction
  • 1040 Rent Expenses, Self Employment Taxes and Methods of Accounting
  • 1040 Sales and Exchanges of Property and Retirement Plans
  • 1040 Passive Losses and Alternative Minimum Tax
  • Taxation Audit Techniques - Pizza Restaurant
  • Taxation Audit Techniques – Taxicabs
  • Taxation Audit Techniques – Architects
  • Taxation Audit Techniques - Shareholder Loans
  • Taxation Audit Techniques - Commercial Printing
  • Taxation Audit Techniques - Computers, Electronics and High Tech Industry
  • Taxation Audit Techniques - Gas Retailers
  • Taxation Audit Techniques - Auto Body & Repair Industry
  • Tax Information for Partnerships
  • Limited Liability Companies
  • Living Trust
  • Investment Income & Expenses
  • Payroll Taxes
  • Compilation & Review
  • Social Security Benefits
  • Pensions & Retirement

Formal Education:

  • Bachelor of Art - Accounting - Cairo University
  • National Computer Certificate in System Analysis and Design
  • Master Business Administration - Northfield University

Educator Experience: Sponsored by ADPI, Corp

  • Payroll Processing and Taxes
  • Payroll Deductions and annual reporting
  • Not for Profit Organization bookkeeping and reports
  • QuickBooks for Not for profit organization
  • Fund Accounting in QuickBooks
  • QuickBooks for specialized industries
  • ADP2000 Point of Sales installation and operation
  • Systems’ conversion for banks, oil & gas and investments
  • Systems’ Design and analysis
  • System testing and case writing

Membership and Associations:

  • National Society of Accounts
  • National Society of Enrolled Agents
  • Texas Society of Enrolled Agents
  • Accreditation Council of Accountancy and taxation


Tom Shadi
Tax advisor
BA, MBA, EA, ABA, ATA, ATP

Telephone: 281-575-1680
Fax: 281-575-1681

Address:
6228 HWY 6 South
Houston, Texas 77083
tax@tomshadi.com

 

 

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