Sharla Bartley

Sharla Bartley, MBA has extensive work experience in the field of tax planning and consulting. Sharla has worked in various roles at different organizations, including Retirement Planners of America, Tax Planning Masterclass, TaxPlanIQ, Meyer Tax Consulting, Green & Miller, PC, Intuit, Axley & Rode, LLP, Misc Consulting, MEDNAX, Health Solutions Partner, and CorpSource Solutions, Inc.

At Retirement Planners of America, Sharla served as the Director of Tax Services, although specific details about their role were not provided.

During their time at Tax Planning Masterclass, Sharla worked as a Coach and Content Creator. Sharla developed a coaching program for tax firm owners, created course content, produced instructional videos, and mentored students individually and in group sessions. Sharla also collaborated with tax advisor students in creating thousands of tax plans and conducted weekly case study labs to demonstrate tax advisory techniques.

At TaxPlanIQ, Sharla held the position of Director of Client Success. Sharla played a key role in envisioning, designing, and implementing agile sprints for the content team. Sharla also acted as a tax advisor and planning expert, writing and presenting content to subscribers and tax firm owners. Additionally, they created a training program for tax planning experts. In sales and management aspects, Sharla developed a sales program, designed SOPs, and identified opportunities to establish institutional relationships for the company.

Before Tax Planning Masterclass and TaxPlanIQ, Sharla worked at Meyer Tax Consulting as a Tax Consultant and Project Manager. Sharla'sresponsibilities included conducting tax research and analysis, assisting clients in tax planning, and preparing and reviewing various tax returns.

Prior to that, at Green & Miller, PC, Sharla served as a Senior Tax Analyst. Sharla'sduties involved preparing and reviewing individual, corporate, and partnership tax returns, collaborating with clients to identify tax risks and provide solutions, and advising clients on compliance requirements.

Sharla gained experience as a Tax Analyst at Intuit, where they were a Subject Matter Expert (SME) for tax software development. Sharla conducted research on complex multi-state tax issues and provided implementation recommendations.

At Axley & Rode, LLP, Sharla worked as a Senior Tax Accountant, managing compliance for federal income tax returns and preparing associated forms.

Sharla also worked as a Consultant at Misc Consulting, taking on various projects in industries such as real estate, public works, and not-for-profit.

Earlier in their career, Sharla held roles as a Senior Tax Accountant at MEDNAX, Health Solutions Partner, and as a Tax Manager at CorpSource Solutions, Inc. In these positions, they focused on federal compliance and managed teams.

Overall, Sharla Bartley, MBA has a strong background in tax planning, compliance, consulting, mentoring, content creation, and management.

Sharla Bartley, MBA obtained a Master of Business Administration (MBA) degree in Finance from Grand Canyon University in the years 2016 to 2018. Prior to that, they completed a Bachelor of Business Administration (BBA) degree in Accounting and Finance from Sam Houston State University in the year 1998. Later, in the period of 2001 to 2005, Sharla Bartley achieved additional hours needed for CPA while earning their Bachelor of Business Administration (BBA) degree in Accounting from the same university.