Preparation of tax returns for Individuals as well as small and medium sized businesses.

Tax Manager on part time basis.Review tax returns prepared by the staff.Prepare tax returns including Estates, Trusts, Multistate Corporate returns.Present CE to staff on various topics including AMT, 1031 Exchanges, Lacerte tax software, M-1 Adjustments, AAA analysis, etc.Research on various issues, using CCH online services.Handle audits and other government inquiries.

Manage local accounting firm with large cross section of clients. Specializing in financial statement and tax preparation as well as tax planning for retail, real estate, import/export businesses and high-income individuals. Represent clients before IRS.Extensive tax and accounting experience using personal computers. Adept with the following computer programs: Lacerte, Excel, Word, Creative Solutions, MAS90, Quicken & Quickbooks. Tax preparation: Individual, Partnership, S corps, C corps, Trusts and Estates, electronic filing. Personally prepare 350 tax returns during tax season. Preparation of financial statements, compilations, reviews and audits.Service businesses with gross annual sales from $100,000 to $45,000,000. Formed several real estate syndications with clients as investors.Installed Quickbooks and MAS90 for several clients. Tax planning for high net worth individuals. Prepare multi state tax returns in numerous states.

Supervised staff of 25.Accounting function for operating one billion dollars of real estate on the East Coast.Prepared closing statements for purchase and sales of real estate. Transactions valued from $250,000 to $250,000,000. Real EstateTax Shelter Structuring using techniques involving high leverage non-recourse financing, creative mortgage structures including wrap-around, standing, balloon and reverse amortization mortgages. Up-front tax deductions as a result of using Component Depreciation.

Housing Developments in the PoconosResponsible for accounting for multiple corporate group, including home-building, financing, utility and sales companies

One of the “Big Eight” accounting firms at the time. Full charge auditing engagements. Supervised several audits concurrently. Brokerage auditing. Merrill Lynch and others.