Danielle Serdar, Cpa Email and Phone Number

• Devise tax compliance timeline for the year • Implement and maintain e-file policies and procedures• Supervise and train staff on tax software and policies and procedures of tax preparation• Plan, prepare and review quarterly projections to facilitate calculation of estimated tax payments• Plan, prepare and review federal and state tax returns for complex individual, trusts, partnership and corporate entities• Assist in gathering and organizing tax information for family members, which includes trust distribution requests for tax payments, certified mailings, tracking funds, etc.• Review taxpayer/spouse split allocation of tax liability for reimbursement • Respond to correspondence/notices from the IRS and state tax authorities • Examine journal entries, general ledger reconciliations, and P&L analysis• Maintain note receivable schedules, partner basis schedules, and deferred tax schedules• Ability to analyze and evaluate tax issues • Perform tax research on PPC and Checkpoint Learning• Communicate tax software issues to CCH Axcess tax support to request software enhancement• Designed a Microsoft Access database for IRS and state tax authority correspondence/notices• Prepared monthly analysis of investment partnership funds book values• Served as treasurer for the family foundation