• Work closely with partners and directors to create proposals that win clients.• Trained teams and create processes to implement changes from the 2018 Tax Cuts and Jobs Act.• Taught individual return preparation Boot Camp to new hires.• Review tax provisions and recommend improvements to audit teams.

• Write up and compliance for three retail businesses including preparation and review of all Federal, state and local tax returns.• Manage estates, prepare guardianship accounts, and compile financial statements. • Created business plan and recommended type of business entity for greatest tax savings• Affected sale of family owned corporation. • Converted financial statements in compliance with Financial Accounting Standards. • Streamlined preparation of guardianship accountings and implemented spending controls. • Hired as tax senior by client after eight years of preparing trust and individual Federal and State income tax returns.

• Responsible for managing, preparing and reviewing a large volume of Federal and State income tax returns. • Streamlined preparation of complete and accurate returns and tax basis calculations by creating excel work papers utilized by the entire staff. Reducing review costs.• Researched, created and implemented tax compliance for a public charity. Responsible for presentation to the board of directors.• Research and draft technical tax memoranda on individual, fiduciary, and Estate and Gift tax issues for high net worth individuals. • Review a variety of tax returns, and serve as a subject matter expert when appropriate. • Responsible for conversion of seven trusts to tax basis greatly reducing auditing costs.• Responsible for special projects including developing a filing decision grid for the new Texas Franchise tax law, research and development of presentations for quarterly meetings, and other projects as necessary.

• Provided accounting, investment, payroll and tax services to individuals, corporations, partnerships and a private foundation. • Reduced tax liability by 35% and persevered net operating loss carry forwards. • Performed complex tax projections including percentage depletion, minimum tax credit, passive losses, foreign tax credits, capital losses, alternative minimum tax, etc. • Greatly reduced cost and time required for tax return preparation.• Consolidated responsibilities of three departments after reorganization.• Accomplished first reconciliation of stock portfolio, securities transactions and oil and gas receivables.• Implemented internal payroll processing reducing costs over 80%.• Resolved division of interest issues for distribution of suspended funds