Supervisor and SALT (State and Local Tax) Specialist
Direct: (847) 947-0969
Main: (847) 808-9800 x290
Carol Schubert joined BB in May 2010. She is an Enrolled Agent and Certified Tax Professional. Her specialties include individual and corporate taxation, payroll taxes, sales taxes, tax planning, multi-state taxation, bookkeeping and corporate structuring. Carol works closely with clients in a variety of industries including the restaurant industry, medical profession, software, consulting and professional services.
Prior to working for Bronswick Benjamin, Carol was responsible for her own accounting company which began in 1984. Her experience includes working for various law firms where she gained expertise in the accounting, taxation and legal professions.
Carol is a member of the National Association of Enrolled Agents, as well as the National Society of Tax Professionals.
You joined BB in 2010, but you were a business owner for a number of years prior to that, weren’t you?
Absolutely! I ran my own accounting practice for about 25 years, so I find it helps me relate well to other business owners and entrepreneurs I work with today who have questions on tax planning issues related to their needs or how to resolve problems with the IRS on taxation matters.
What types of industries do you frequently work with?
Besides those in professional services and consulting, I’m often working with many clients in the restaurant industry and medical profession.
Part of your title is Enrolled Agent. For those who are unfamiliar, what do an Enrolled Agent’s responsibilities entail?
An EA is a tax practitioner who is licensed to practice by the federal government and is authorized to represent the taxpayer before the IRS. Outside of CPAs or attorneys, enrolled agents are the only professionals with unlimited rights to appear on the taxpayer’s behalf in this manner. However, while some CPAs or attorneys may or may not specialize in taxation, every EA must specialize in that area.
What are some of the related industry organizations you belong to?
I belong to the National Association of Enrolled Agents (NAEA) and National Society of Tax Professionals. Being a member of these organizations says a lot about a tax professional’s ethics and honesty. Take the NAEA, for example – every member of that organization has to meet a stringent code of ethics and rules that exceeds the IRS’ minimum requirements.
What is it about BB that makes it a great environment to work?
No matter how much experience you obtain in your career, the changing nature of the taxation landscape makes it vital to be able to confer with other resources in-house to stay on top what’s rapidly evolving. BB has the resources I need across the board – people who have the deep knowledge to support my findings or reveal new items to consider. That’s an outstanding supplement to my skill set that, in turn, benefits our clients tremendously.