Guy C Conger

President

Lifeguard Financial
San Antonio, Texas, USA

Sole Proprietorship

Professional Summary

Established in 2000, Lifeguard Financial is a much respected tax firm in San Antonio with a diverse clientele ranging from individuals to private companies. It is our satisfied clients and their continuous referrals that have turned Lifeguard into what it is today.

Being one of the best and most trusted tax companies in the field, our competent tax preparers have a deep insight into the different complexities an individual or business can have regarding taxation. Not only have we been keeping up in maintaining a sustainable relationship with our clients, but we have also had an ever-enthusiastic approach to presenting innovative solutions tailored to our clients unique tax needs.

Further we have credentialed preparers to fit every need CPA's, AFSP's, EA's

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Languages

  • English
  • Spanish

Industry Experience

    • Financial Services

Interests/Hobbies

  • Spending time with my family
  • Visiting our National Parks
  • Reading narrative histories of US History

Birthday

July 13

Social Media

Experience

Lifeguard Financial
San Antonio, Texas, USA 78230
President
Sole Proprietorship
2000 - Present
As a tax preparer I perform many accounting, customer service and organizational tasks to help maintain the financial health of their clients or employer. Their duties and responsibilities often include:

Informing clients or employers on the tax preparation process
Collecting relevant financial records, including pay stubs and income statements
Inputting data from financial records into tax return software or databases
Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
Acting as a representative for clients with applicable agencies as required
Building customer relationships to promote and expand the business

Education

BA, Economics 1990
University of Texas at Austin
San Antonio, Texas, United States
United Investors- 2 Million Dollar Club

G.C. Services- Certificate of Excellence

ABWA Citation of Appreciation

CFE Designation granted to me by Heartland Institute of Financial Education

Member of NATP (National Association of Tax Professionals)

AARP recognized financial planner

Founder of San Antonio Professionals a Linkedin Networking Group with 8,000 members

District Captain with Convention of States

Lay Minister for Archdiocese of San Antonio



Professional Certifications

CFE
2009
Active
RFC
2009
Active

Associations and Societies

  • NATP

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