ProSeries® Tax spotlight: Andrew Poulos, EA, ABA, ATP

Andrew Poulos, EA, ABA, ATP, a member of the Intuit® ProConnect™ Tax Customer Council, is president of Poulos Accounting & Consulting, Inc., in Atlanta. Andrew’s views on financial wellness and IRS matters have been featured on numerous local and national television/news programs, as well as in tax reform and client representation articles on the Intuit Tax Pro Center. Andrew also heads up the Poulos Children’s Cancer Foundation, a nonprofit that provides financial assistance to families with children who were diagnosed with cancer. Get to know Andrew in this profile.

ProConnect: Tell us about your practice.

Andrew Poulos: We provide accounting, payroll, tax preparation, tax resolution, and consulting services to individuals and small businesses, working with clients across the country and internationally to assist with their financial needs.

ProConnect: Why is the ProConnect Tax Customer Council important to the profession?

AP: It provides an opportunity for thought leaders to collaborate on ideas, strategies and innovative technologies that will enhance the future of the profession.

ProConnect: What’s your favorite part of being on the Council?

AP: I enjoy being a part of the Council for various reasons, but most importantly, I like the relationships we develop, and getting to share thoughts and ideas that help us grow and make our practices even more successful.

ProConnect: What kind of Intuit software do you use?

AP: We use Intuit ProConnect ProSeries®, QuickBooks® Online Accountant and QuickBooks Desktop.

ProConnect: What are your goals for your practice this year?

AP: My goals are to finish the year as strong as it began, and work toward developing some of our new services, including business, real estate and personal finance consulting, in order to help us provide much-needed services and resources to clients.

ProConnect: What was your very first job?

AP: My official first job was working as a drive-thru cashier at Wendy’s, but I always say I got my start selling candy to fellow students in high school. I was 15 and still riding the school bus when I started my candy business with a book bag full of blow pops. I took orders from students for their favorite flavor and sold the pops for 25 cents. It was a great business for a teenager who couldn’t yet drive; my best day of sales exceeded $25!

ProConnect: Who is your favorite author?

AP: Thomas Stanley, co-author of “The Millionaire Next Door.” It’s a great book that provides insight on the characteristics and traits of successful people.

ProConnect: If you were stranded on a desert island with access to just one kind of technology, what would it be and why would you want it?

AP: Hands down, I need my iPhone. I use it so much that some days it has to be charged twice a day.

ProConnect: How can tax professionals keep up with all the changes in tax laws and regulations?

AP: Our profession is constantly changing; now, more than ever, education is critical. Attending classroom seminars or webinars to keep up with the latest changes in tax laws and regulations is vital. We can’t assist our clients or be effective if we don’t maintain a high level of continuing education.

ProConnect: Thanks, Andrew.

Editor’s note: The article image includes Dimitri Poulos, who works with Andrew in his practice.