Applying technical skills to perform an effective review of tax returns, ensuring that relevant issues have been identified and resolved, planning opportunities explored. Managing engagements including the planning and supervision of the tax return preparation process, coordinating tax consulting projects. Identifying tax planning & consulting opportunities, including coordination with client's other advisors. Training tax preparers. Developing procedure manuals.

Prepared over 400 tax returns for TY2019 federal and state income tax returns and : personal, trusts, estates, corporations, partnerships, non-profits, year-end payrollIRS audit representationProvided financial advisory services to clients addressing monetizing illiquid assets (i.e. businesses, real estate) investing, cash flow, tax planning, retirement planning, insurance, estate planningCoached business owners regarding best practices to launch and grow business

Advise the Board & CEO and other key members of senior management on financial planning, budgeting, cash flow, and policy matters.Manage financials controls and accounting procedures.Execute the monthly and annual closing process and prepare financial reports.Plan, coordinate, and execute the annual budget process and any necessary budget revisionsEffectively communicate and present critical financial matters at board of directors meetings.Support and execute Board’s… Show more Advise the Board & CEO and other key members of senior management on financial planning, budgeting, cash flow, and policy matters.Manage financials controls and accounting procedures.Execute the monthly and annual closing process and prepare financial reports.Plan, coordinate, and execute the annual budget process and any necessary budget revisionsEffectively communicate and present critical financial matters at board of directors meetings.Support and execute Board’s strategic plan and report to the board on the progress of our goals and objectives.Maintain continuous lines of communication, keeping the Board & CEO informed of all critical issues and contribute to the overall management of the organization.Serve as the primary contact with independent audit firm and ensure timely preparation of annual audited financial statements and 990 IRS tax filings.Represent the organization externally, as necessary, particularly in banking, lease, and other contractual negotiations. Show less

Sold business via 4-year installment saleCreated personalized financial, insurance, and investment solutions to help clients meet their business, estate, tax, investment and personal planning goals.Negotiated divorce property settlement agreements.Built client-ready financial plans and presentations based on gathered dataDeveloped creative solutions to solve client needs, from investments to taxes to budgetingPrepared presentations that recommended various financial… Show more Sold business via 4-year installment saleCreated personalized financial, insurance, and investment solutions to help clients meet their business, estate, tax, investment and personal planning goals.Negotiated divorce property settlement agreements.Built client-ready financial plans and presentations based on gathered dataDeveloped creative solutions to solve client needs, from investments to taxes to budgetingPrepared presentations that recommended various financial products including investments, insurance, and annuitiesConducted analysis on current financial plans to ensure accuracy and find opportunitiesResearched issues that arise from time to time on a multitude of financial planning topics Show less