• Preparation of 1120s, 1065, 1040, 990. 1041, PPT tax returns using Ultra Tax • General bookkeeping for many types of entities using Accountants Power • IRS correspondence for IRS notices • Tax planning for the following year tax withholding • Monthly preparation of financial statements • Preparation of sales tax returns • Advanced work with Excel to prepare efficient schedules for firm and client purposes • Use of Quickbooks accountant’s copy for monthly bookkeeping

• Entered all vendor accounts payable into “Shelby” accounting software • Properly accounted for all expenses by expense category and department • Handled cash deposits and issued resident gratuities on a weekly basis • Kept track of petty cash reconciliation and receipts • As a 501(c) 3 organization, processed all donations and wrote “thank you” letters • Kept electronic records on all vendor expenses and reconciled vendor accounts at the end of every month • Revamped filing system and making workflow more efficient • Worked with management to initiate proper purchase order processes for internal controls and separation of duties • Entered all receipts into accounting software and wrote general journal entries when required • Coordinated with vendors for better prices, making sure all vendors issued no sales tax, and updated all W-7s for each vendor with proper remit addresses • Printed checks on a weekly basis and made sure all vendors were paid on a timely basis

IT Specialist (60% of the time) • System Administrator for roughly 30 small medical firms associated with Genesys Hospital • Installed medical firm infrastructure including running CAT 6e cabling, switches, modem, access points, peripherals, and hand-built workstations to ensure company savings and quality PC components • Consultant on new purchase orders including end-user workstations, servers, software, etc. • Serve as a help desk for end-users troubleshooting, diagnosing, and resolving technical issues as they occur. • Training support for new software implementation • Developed and streamlined processes to increase office productivity • Provide daily technical support for e-mail, network connectivity, peripheral equipment, and system maintenance • Setup and maintain 300+ workstations using Windows 7/10 for the current company Accountant/Tax Specialist (40% of the time) • Established mainly 1120s corporations including obtaining EIN, Articles of Organization/Incorporation for roughly 30 entities in various industries • Completed and maintained all bookkeeping journal entries, AP/AR payable reconciliations, and bank reconciliations • Developed and maintained accurate depreciation schedules in Excel for all entities • Prepared monthly financial statements, year-end financial statements, and 2-year and 5-year comparisons to identify trends • Manage client interviews, in-takes, reviews, projections, and tax planning • Prepared monthly, quarterly, and annual payroll and sales tax returns • Research various tax issues including but not limited to: State of Michigan tax liability savings, and corporate tax liability savings within the standards of current IRS publications • Correspond with various Governmental and State authorities on client/IRS issues/correspondence • Collaboration with clients on producing more efficient and cost-beneficial processes • Develop strategies to maintain and build a client base and improve quality controls

Monthly Bookkeeping (30% of the time) • Monthly preparation of financial statements. • Preparation of quarterly returns. • Weekly preparation of payroll, both active and after the fact. • Audit support for IRS and Michigan income tax/sales tax matters. • Monthly client financial planning meetings. Tax Preparation (70% of the time) • Tax preparation of hundreds of clients involving mostly individual, 1040, ranging from simple to complex. Also involved in preparation/consultation of corporate clients; both profit and non-profit organizations. • Preparation of multi-state returns • Manage client interviews, in-takes, reviews, projections, and tax planning • Prepared monthly, quarterly, and annual payroll and sales tax returns • Research various tax issues including but not limited to: MBT, State of Michigan, and corporate tax issues • Correspond with various Governmental and State authorities on client/IRS issues • Collaboration with associates on producing more efficient and cost-beneficial processes • Develop strategies to maintain and build a client base and improve quality controls

Accounting / Auditing (40% of time) • Prepared work papers and audit programs for Audit (50%) Review (30%) and Compilation (20%) engagements. • Experienced in not-for-profit, governmental, and for-profit audits. • Financial statement preparation, planning, and completion of all phases of audit and review engagements for school district and 501(c) (3) organizations. • In-charge associate of several clients involving financial planning, account analysis, and regular monthly accounting. • Provide management recommendations to clients on improving accounting (financial and operational) procedures and internal controls • Provide guidance to clients on new accounting pronouncements and reporting requirements • Provided assistance in litigation support work for various clients • Member of both the conversion and “wrap up” teams; in charge of processing new clients and preparing last year’s client information for the current year's activity. • Assisted client personnel with transaction recording and analysis, including bank reconciliation and journal entry preparation Tax Preparation (60% of time) • Tax preparation of hundreds of clients involving mostly Partnerships and Sub-chapter “S” Corporations and including, but not limited to Sub-Chapter “C” Corporations. • Preparation of multi-state returns • In-charge associate of several clients involving tax planning. • Prepared monthly, quarterly, and annual payroll and sales tax returns • Research various tax issues including but not limited to: SBT, State of Michigan, and corporate tax issues • Correspond with various Governmental and State authorities on client/IRS issues • Prepared Corporate and Individual tax projections

• Administrator of Profit-Sharing Plans, Defined Benefit Plans, and Cash Balance Plans • Prepared Client Balance Sheets, Game of Life Monte Carlo Financial Analysis/Simulation, Historical Return Analysis • In-House Trust Accounting • General Financial/Investment Advice, Client Portfolio Administration • Portfolio Simulation / Wealth Management

• Prepared, processed, and coordinated large volumes of trust and investment partnership tax returns. • Participated in the valuation of numerous business entities ranging from small to mid-size local entities. • Developed several Excel spreadsheet templates currently in use to increase proficiency in obtaining and organizing client information. • Prepared Subchapter S and Subchapter C tax returns for medical, legal, and construction-based entities