Heidi M. Stratton, Ea Email & Phone Number

Tuscaloosa, Al, Us

Tuscaloosa, Alabama, United States

- Manage client experience from beginning to end for a book of 60 clients- Consult with clients on practice management, CARES Act relief- Strategic review of financial statements, tax returns, and tax projections - Research and develop tax savings strategies- Billing and Accounts Receivable for a book of clients- Teach and train new staff in the tax area

- Supervise a staff of 3-5 professionals- Manage project completion for 300 clients, including tax returns and tax projections- Train staff for software, systems, and protocols- Compliance review of 1040s, 1065s, 1120s, and 1041s- Preparation of complex tax returns

- Preparation of complex individual, partnership, and corporate tax returns- Preparation of trust/estate tax returns - Preparation of tax projections and tax planning systems- Review of staff-prepared returns and projections- Teach and train new staff in return preparation, firm systems and protocols, and software- Tax correspondence, resolution, and audit support - Negotiate with IRS on behalf of clients

Greater Nashville Area

- Prepared financial statements and payroll tax returns- Processed payroll and accounts payable- Prepared individual, partnership, and corporate income tax returns- Prepared tangible personal property and sales tax returns- Prepared tax projections, tax planning systems, and tax research as necessary- Negotiated with the IRS on behalf of clients- Managed and facilitated the firm’s conversion to new accounting software- Client onboarding- Client training and support for the firm's accounting software

Champaign, Il

Assisted in audits of non-profit and governmental organizations, prepared tax returns- Performed audit procedures, prepared audit reports and financial statements. - Preparation of tax returns for non-profit organizations, individuals, and small businesses.

Danville, Il

Assisted in the audits of governmental entities, non-profit organizations, and small-to-medium sized businesses; prepared tax returns- Performed audit procedures, prepared audit reports and annual financial reports- Prepared individual, corporate, non-profit, and trust/estate returns. - Researched accounting and tax issues for management as required.