Federal Tax Strategies | Energy Tax Services and Clean Energy Incentives - specializing in credit sourcing, due diligence review of various renewable energy projects, and consulting with businesses looking to monetize green energy credits as a result of the IRA.

I was a tax manager with the CohnReznick Tax Practice, serving both the Baltimore and Charlotte offices and have 7+ years of experience providing tax services to a variety of organizations in several different tax-incentivized industries including New Markets Tax Credits, Low Income Housing Tax Credits, Historic Tax Credits, and Renewable Energy Investment/Production Tax Credits.As a tax manager, I was responsible for planning, reviewing and oversight of tax engagements, as well as… Show more I was a tax manager with the CohnReznick Tax Practice, serving both the Baltimore and Charlotte offices and have 7+ years of experience providing tax services to a variety of organizations in several different tax-incentivized industries including New Markets Tax Credits, Low Income Housing Tax Credits, Historic Tax Credits, and Renewable Energy Investment/Production Tax Credits.As a tax manager, I was responsible for planning, reviewing and oversight of tax engagements, as well as identifying and resolving tax issues. Services that I provided to my clients included tax planning and compliance, consulting, and projections for partnerships, corporations and high net-worth individuals. I worked directly with clients and staff members to manage and complete all areas of my client’s tax reporting work, including communicating regularly with my clients, addressing their issues, and supervising staff members. Show less

• Served as the engagement lead on specific client accounts• Took responsibility for pre-engagement planning, execution, and final deliverables• Developed detailed engagement work plans• Illustrated budgets and schedules• Actively participated in client proposals• Managed a team of staff associates, including interns, while providing regular performance coaching and feedback• Reviewed the following types of federal tax returns: 1065, 1120, 1120S, 1040, 990/990-T and… Show more • Served as the engagement lead on specific client accounts• Took responsibility for pre-engagement planning, execution, and final deliverables• Developed detailed engagement work plans• Illustrated budgets and schedules• Actively participated in client proposals• Managed a team of staff associates, including interns, while providing regular performance coaching and feedback• Reviewed the following types of federal tax returns: 1065, 1120, 1120S, 1040, 990/990-T and 1041• Reviewed various state income tax returns• Gained the respect and confidence of the CR team through effective client management, timely and accurate communication, and clear and concise direction and leadership• Experienced in various department software platforms such as CCH Axcess Tax, CCH ProSystem Engagement, GoSystem, CaseWare, Microsoft applications Show less

• Worked with a team to meet various department and IRS deadlines throughout the year• Prepared the following types of federal tax returns: 1065, 1120, 1120S, 1040, 990/990-T and 1041• Prepared various state income tax returns• Prepared various financial analyses including but not limited to balance sheets and income statements• Experienced in various department software platforms such as CCH Axcess Tax, GoSystem, CaseWare, Microsoft applications

Accounts Recievable, Accounts Payable, Cash Flow Report, create and process invoices, process payroll, handle employee reimbursements, clerical duties, and supporting all endeavors of the organization.

Handle a $55,000 budget for the Student Government Association. Cut checks, deposit cash and checks, and process invoices. Support the SGA in all endeavors on and off campus.

Working with The College of Public Affairs in partnership with the Rosenberg Center for Student Involvement, creating community partnerships in the Central Baltimore area supporting volunteer outreaches and engagement initiatives.

Completed comprehensive tax law and tax preparation training, culminating in official IRS certification. Meet individually with clients and perform quality review of tax documents. Interview clients about their family and financial situation as it relates to their individual tax situation. Prepare accurate Federal and State tax returns using TaxWise software. Received an award for outstanding commitment—the “Above and Beyond Award”.

In the Medicaid Fraud Control Unit, reviewed over 200 patient files for adherence to COMAR regulations. Compiled fraudulent billing data of over $500,000 to create damages model based on deficiencies to COMAR regulations. Compiled payroll data into damages model to be compared to hours billed to Medicaid for fraudulent claims. Audited patient and employee records to ensure proper payment and disbursement of funds. Received a Certificate of Service from Attorney General, Douglas F. Gansler… Show more In the Medicaid Fraud Control Unit, reviewed over 200 patient files for adherence to COMAR regulations. Compiled fraudulent billing data of over $500,000 to create damages model based on deficiencies to COMAR regulations. Compiled payroll data into damages model to be compared to hours billed to Medicaid for fraudulent claims. Audited patient and employee records to ensure proper payment and disbursement of funds. Received a Certificate of Service from Attorney General, Douglas F. Gansler applauding my services. Show less

Specializing in the marketing and distribution of Supplemental Employee Funded Benefits.