Bob Schulz Email & Phone Number

Federal and state individual, partnership, corporate, trust and estate income tax preparation and review. Estate tax preparation. QuickBooks consulting.

Secure retail space, furnishing, and IT equipment.Recruit, train, and manage a tax staff of 10 people.Recruit, train, and manage a marketing staff of 2 people.Responsible for day-to-day operations and marketing.Review each return for completeness and accuracy.Responsible for reporting daily activity and financial reports to corporate entity.

•Primary reviewer for most federal and state tax compliance engagements.•Identify additional engagement and planning opportunities as part of the review process.•Advise clients on selecting proper entity type, accounting software implementation, and tax compliance issues. •Provide training and ongoing support to staff accountants.

•Prepare and review partnership, corporate, and individual federal and state tax returns.•Prepare and review complex allocation schedules for real estate partnerships.•Assist with financial planning engagements.•Provide support to clients for accounting software problems.•Plan and implement transition to automated workflow processes.•Provide training and ongoing support to staff accountants and administrative staff.