Daniel Kleinhans, Mba, Cpa Email & Phone Number

Milwaukee, Wisconsin, United States

Brookfield, Wisconsin, United States

- Review and manage staff deliverables concerning tax returns, extensions, tax planning calculations, andwrite‐up work for all entity types (C and S corporations, partnership, fiduciary, non‐profit, and gift)- Prepare and review complex tax planning projections for individual and corporate estimated tax liability- Prepare complex federal and state individual income, gift tax, and estate tax returns- Conduct complex tax research and present findings and conclusions- Respond to IRS and state agency audits, inquiries, and tax notices- Communicate with IRS and clients in connection with audits, inquiries, and tax notices- Delegate projects to staff and provide accounting and tax assistance as needed- Communicate directly with existing clients, colleagues, management, and IRS representatives regardingvarious tax matters- Lead department in knowledge of software, processes, and workflows- Evaluate internal controls related to assigned areas and suggest and implement improvements orenhancements as needed- Manage preparation of client billings in a timely manner and manage client base AR collections- Direct ongoing employee training and assist with training for new hires- Seek opportunities for the firm to develop and grow future leaders, and participate in development andteaching of internal courses

Greater Milwaukee Area

Coordination of financial deliverables across departments, while working closely with clients to ensure compliance and service needs were met. Certified peer mentor as well as member of the employee engagement committee.

Coordinated a team that conducted research and analysis of outstanding IRS liabilities. Consulted with the client, reviewed our findings, presented them to the IRS via written correspondence, and negotiated a settlement.

Greater Milwaukee Area

Motivated self-starter that founded accounting and taxation services LLC. Entrepreneur responsible for all aspects of operations and development.

Wore many hats. Operated in the field as leader of a three-man gun truck crew. Conducted trouble shooting on communications and vehicle defense systems. Kept detailed movement logs and related the information to command.

Greater Milwaukee Area

Worked an internship into a full-time hire. Experienced fundamental business operations including taxation, auditing, book-keeping, payroll processing, and financial statement creation.

Master Of Business Administration - Mba, Marketing/Marketing Management, General

Master Of Science - Ms, Accounting

Activities and Societies: Beta Alpha Psi

Bachelor Of Arts - Ba, Psychology