We provide outsourcing services for tax preparation. We provide a variety of tax preparation and IRS representation services. We advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.

Seasonal Tax Manager - Ensure delivery of expert performance against targets. Coach, mentor, and hold experts accountable to targetsGather feedback for operational process or product improvement throughout pilot. Facilitate customer escalation and tax accuracy callbacks, enter schedule exceptions, monitor live and recorded calls for opportunities, monitor shift adherence

Gather and analyze data in support of assignments, Prepare written products and make oral presentations, Apply conventional audit techniques to complete portions of audits and evaluations, Assist in conferences involving discussion of reports, and conclusions, Provide recommendations related to audit matters

Served as Examiner-In-Charge for examinations of both bank and nonbank entities assigning, reviewing and compiling work of eight to ten examiners to draft examination reports. Conducted complex regulatory consumer compliance examinations of financial institutions and nonbanks. Developed, presented and discussed examination findings to senior and executive management. Evaluated adequacy of Board and management oversight of the compliance programs. Evaluated adequacy of the regulated entity’s compliance program, including policies, procedures, controls, staff expertise, and training. Participated in development of new or revised legal or regulatory proposals or CFPB policies and procedures. Participated in Compliance Management Reviews, Mortgage Origination and Servicing, HMDA Reviews, Auto Origination and Servicing, Credit Card Account Management, Debt Collection, Education Loan Servicing, Remittance Transfers, and Short-Term Small-Dollar Lending (Payday) Lending Examinations. Completed Quarterly Monitoring reports for specific product lines for a large bank. Member of the core team for a large bank.

Served as On the Job Instructor for 7 new hires. Oversaw and participated in individual and small business tax audits, and application of tax law. Extensive experience managing limited resources to achieve efficient results of completing assigned audits. Oversaw inputting information into RGS to generate examination and other reports and use of IDRS to pull income and tax return information. Managed the scheduling appointments with taxpayers or legal/accounting representatives to obtain pertinent information and address questions and concerns of taxpayers relating to tax law, the audit process and general income tax questions.

Staff accountant with responsibility of conducting transactional testing; which included selection of items for audit testing for both financial statement and A-133 Compliance audits and 401K plan audits, testing of transactions and verification of existence and ownership. Extensive experience in testing of payroll, rent, revenue, accounts receivable, expenses, internal controls, etc. and verified cash transactions using bank confirmations and alternative methods when needed. Analyzed, recorded and communicated findings on detailed testing.