- Personal Tax services for Individuals for Federal and all states, preparation of tax forecasts for multi-year and multi-scenario planning, tax consulting and continuation planning, e-filing and tax preparation.- Business tax preparation and consulting. Form 1120, 1120S, and 1065. Capital investment planning, company formation and liquidation, business purchase and sale, corporate and partnership tax planning, and preparation and e-filing of Federal and all state returns.- Preparation, filing, and consulting on Trust and Estate returns- Business management services for small businesses including bookkeeping, payroll, accounts payable, and accounts receivable. Analytical services.- Consulting services for small business revenue development, benchmarking, trend analysis, forecasting, cost management, - Large entity accounts payable and accounts receivable transactions- International Taxation of Foreign Individuals, US Citizens, Foreign and Domestic Entities, Tax planning related to international issues and FBAR and FINCEN compliance

- Envisioned and created modern insurance agency concept as part of agency's founding team- Agency Principal and responsible for all facets of business operations - Sales and service process design- Carrier relationship management- Responsible for financial and production reporting through AMS 360, Quickbooks, and Google Sheets

- Supervise all aspects of financial operations: accounting department, accounts payable, accounts receivable, payroll, and tax- Budgeting for company goals, variance analysis, financial analysis- Setup and oversight of financial and clinical reporting systems- Oversaw opening of 11 practice locations from 2013 to 2016- Collaborate with CEO and clinical director to improve quality of patient care

Maintain company bookkeeping records using QuickBooks accounting software.• Oversight of Human Resources and Payroll departments, review of payroll processing and filing• Corporate tax management and planning for entity and shareholders.• Management of company accounting records and systems, forecasting and revenue analysis, expense management• General Administrative Oversight• Sales supervision on key accounts and relationship management• Risk Analysis and Management for Businesses and Individuals

• Prepare year-end write-up and bank reconciliation for corporate and partnership clients.• Prepare year-end adjustments including depreciation, payroll, reclassification, and pension expense.• Roll-forward fixed asset depreciation schedules and update with current year additions anddispositions.• Prepare tax return forms 1120, 1120s, 1041, 1065, 1040 and coinciding State forms.• Prepare quarterly and yearly Federal and State payroll tax returns including Federal and Stateunemployment filings.

• Handled all queries and issues to ensure timely delivery of products to customers.• Negotiated constantly changing delivery routes as orders became available and adhered to strictdelivery schedules.• Interacted with restaurant and vendor staff to maintain product quality.