Daniel Epstein Email & Phone Number

Washington, Dc

Over the past five years, nurture and grow and idea into a national flooring sales company that is well respected in the industry.

Georgetown

Georgetown

N Potomac

• Ongoing engagements to present day• Managed review and compilation engagements• Performed tax planning and preparation for individuals and businesses• Business and personal financial consulting

N Potomac

Come visit my on-line store via eBay - "1bidder"

Rockville

• Managed audits, reviews and compilation engagements• Acted as a role of controller through general and specific financial consulting• Managed staff of three• Prepared and reviewed tax returns for businesses, not for profits, fiduciaries and individuals• Did tax planning and research for businesses and individuals• Responded to IRS audits and notices• Requested, prepared and submitted responses to RFP’s• Prepared three valuation reports for marketing of businesses• Prepared detailed sales brochures for clients wishing to sell their business• Prepared marketing brochure to find lenders for a commercial real estate loan and marketed the loan opportunity

• Audit manager for regional public accounting firm with approximately 200 professionals • Significant focus on government contractor and services with revenue from $10-300 million • Conducted all facets of audit and attest engagements from planning through financial statement preparation and presentation• Concurrent management of up to four engagements at a time• Assisted clients with DCAA, incurred cost submissions, FAR, DFAR, CAS and questioned costs• Performed due diligence engagements and bank field audits• Serviced clients included biotechnology developers, software developers, and not for profits• Managed teams of staff ranging from two to six• Responsible for scheduling, performance review and training of staff.

• Managed finances of National Title Company headquartered in Rockville with revenues of $15 million• Developed procedures to handle growth from six offices to twenty-two • Reorganized, created and dissolved several companies • Managed staff of three• Prepared overall and departmental budgets• Developed procedures for managers in 22 offices to report information directly to accounting• Developed payroll reporting procedures that reduced processing time from two days to five hours• Set and strengthened policy and procedures, designed financial statements and created internal controls • Prepared monthly financial statements by office and combined highlighting issues and unusual variances • Managed external audit included preparation of documents• Reviewed and or prepared various tax reports including income, personal property and sales for 20 states• Licensed and registered company to do business in 20 states• Handled all phases of business contraction from unemployment issues, final payrolls, deregistering with states and licensing

Rockville, Md

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• Ran audits of not-for-profits and for-profit companies• Managed four people • Co-chaired the not-for-profit committee • Developed standard work paper structure for A-133 audits • Assisted in implementing paperless audit work papers• Member of the internal technology committee • Developed procedures for linking trial balances, financial statements and tax returns• Responsible for reviewing time on jobs and preparing bills • Evaluated staff as part of annual review • Ran approximately 12 consulting engagements • Lectured at seminars • Published in ASAE’s monthly magazine

• Led audit, review, compilations from preparation to financial statement preparation and presentation• Prepared monthly bookkeeping services including payroll preparation• Prepared and or reviewed federal business tax returns including forms 1120, 1120-S, 1065, 990, 990-T, 5500 and related state returns• Prepared and or reviewed other tax returns such as personal property, sales tax and payroll tax• Prepared and or reviewed individual tax returns from interview process through preparation and client presentation and billing• Represented clients during IRS audits and state sales tax audits• Worked in not for profit, restaurant, construction, services, mortgage service industries among others. • Managed computer network • Lectured regularly at SCORE workshops and internal seminars