Garrett Harding, Cpa, Cma, Cgma, Mba, Mst Email & Phone Number

• Tax preparation services for individuals, businesses, and trusts and estates.
• Accounting services including preparation of payroll tax returns and sales tax returns.
• Quickbooks training and support.
• Bookkeeping services.
• Family accounting.

Jupiter, Florida, US

• Prepared federal tax returns using ProSeries for individuals, subchapter S and subchapter C corporations, and partnerships.
• Prepared payroll tax returns and W-2’s.
• Performed write-up work using Excel and QuickBooks.

Provide tax services for individuals, partnerships, subchapter S corporations, and C corporations.

New York, New York, US

Provide tax services for high net worth clients, partnerships,etc.

Providence, RI, US

Provide tax services to high net worth clients and expatriates. Expatriate services include Overseas Voluntary Disclosure Initiative filings and Streamline filings.

Provide tax services to high net worth clients and expatriates. Expatriate services include Overseas Voluntary Disclosure Initiative filings and Streamline filings.

Chelmsford, Massachusetts, US

• Generated 8% of the firm’s tax revenue by preparing federal and state tax returns for individuals, subchapter C corporations, subchapter S corporations, partnerships (LLCs), income tax for trusts (1041).
• Achieved 105% of budgeted billable hours during tax season.
• Quickly adapted to ProSystem fx Tax and ProSystem fx Engagement.
• Supervised and trained new associate on all aspects of his first engagement ranging from composing engagement letter, preparing work papers, storing supporting documentation on ProSystem fx Engagement, generating.

• Prepared or reviewed federal and state tax returns for individuals, subchapter C corporations, subchapter S corporations, partnerships including LLCs, income tax for trusts and estates (1041) and estate taxes (706).
• Amended tax returns and prepared multi-jurisdictional tax returns.
• Saved a client $67,000 in an IRS desk audit challenging medical expensed related to special needs educations.
• Disputed a $27,000 Massachusetts desk audit concerning travel, meals and entertainment expenses.
• Provided problem resolution for clients with the IRS and Commonwealth of Massachusetts including responding to CP2000 notices.
• Managed and performed the firm’s only audit for 5 years – a 401(k) plan at the firm’s largest client.

Kansas City, MO, US

• Prepared over 60 tax returns in 2006.
• Prepared state returns for MA, FL, GA, ME, NY, CA, WV.

Responsible for all accounting and IT functions. Member of Leadership Team. One direct report.

Waltham, Massachusetts, US

• Provided financial planning services.
• Developed customized financial plans using NaviPlan.
• Acquired Series 6 and 63 licenses an life and health insurance licenses.

US

• Provided project management and operational analysis services.
• Directed project team that analyzed, developed and implemented a custom designed database in MS Access. System implemented on time and resulted in tighter control of changes to production systems.
• Conducted an Operational Availability study resulting in 19 recommendations to improve reporting consistency and accuracy, and to transition from service level agreements to service level objectives.
• Facilitated analysis of IT policy and procedures by InteQ, an outside vendor, resulting in the implementation of HP Open View.

US

• Significantly expanded contract management and change management functions.
• Implemented a change management system resulting in significantly improved change control policies and formal communication to the business units.
• Investigated and analyzed improperly designated database licenses. Analysis used by the Chief Technology Officer in negotiations mitigating Thomson's licensing liabilities.
• Formulated IT initiatives and calculated ROI in response to an external audit of the Data Center. Initiatives justified the implementation of Veritas Netbackup and Veritas Open Event Manager, and improved resource.
• Prepared annual $1,800,000 maintenance budget comprised of 17 vendors, 480 computer systems, broken down by business unit and application group.
• Authored a comparison of major providers of Sun repair services resulting in the selection and negotiation of Sun Services as the new service provider.

US

• Facilitated problem resolution for First Call, MMD and Intelligence Data business units. Performed special projects:
• Audited Data Center procedure checklists resulting in over 50 changes to the operator logs and 14 recommendations on how to improve Data Center operations.
• Developed MS Access reports to measure, analyze and manage Field Service labor.
• Created a MS Access database to track and export SMTP user names and manage user aliases.
• Designed Help Desk reports in MS Access resulting in the reporting and managing of Help Desk calls.

Provided IT and controllership services to small businesses. Specialized in Macintosh accounting systems and databases.Controllership services included processing AR, AP, and IC transactions; developing accounting procedures; performing collection services; performing monthly closings; preparing monthly financial statements; reconciling of cash accounts.

Waltham, Massachusetts, US

Taught accounting information systems – undergraduate level, juniors and seniors

Waltham, Massachusetts, US

Taught accounting information systems – undergraduate level, juniors and seniors.Taught Principles of Management Accounting – undergraduate level, sophmores

• Product evangelist for a Macintosh software publisher of award winning accounting applications. Provided product management, product marketing, and product design services.
• Brought atOnce! and Insight Expert Payroll to market.
• Contributed to the business plan by composing company wide and departmental strategies, rewriting various sections to tie to a central theme, and developing key charts.
• Wrote functional specifications for the Insight A/R module upgrade and a proposed Bank Reconciliation module.
• Generated detailed analyses of competing products.
• Composed numerous marketing pieces including the Layered Selling Guide, columnar feature comparisons, strength and weakness presentations, and standard paragraph descriptions for various product listings.

Framingham, MA, US

Taught Accounting I – undergraduate level

Key player in the development of the operations segment of a distributor of DOS and Macintosh software to Fortune 1000 corporations. Reported to the Treasurer/VP of Operations. Monthly sales grew from $60,000 to $3,800,000.

Columbia, Maryland, US

Accumulated, analyzed and reported the construction costs on two projects, a $55 million nitroparaffins plant and a $30 million DAXAD/glycine plant, both located in Deer Park, TX.

Master Of Science, Taxation

Mba, Concentration Mis

Bs, Accountancy, Honors