Seasoned CPA with 9 years of comprehensive tax expertise spanning multiple industries and complex financial scenarios. Known for providing clear, jargon-free explanations of complex tax matters and maintaining proactive year-round communication with clients. I specialize in providing strategic tax guidance for businesses and individuals, with particular depth in:* Multi-state tax compliance and planning for growing businesses, including sales tax and nexus issues* Tax-efficient business structure planning and entity selection for startups and established companies* Construction and manufacturing tax strategy, including cost segregation studies and inventory management* Entertainment industry taxation, with focus on film production accounting and tax planning* Real estate tax optimization, including rental property strategy, 1031 exchanges, and property disposition* Equity compensation and retirement planning, helping professionals navigate stock options, RSUs, and retirement vehicles* Strategic tax planning and forecasting to minimize tax burden and maximize deductions* IRS representation and audit defense, with a strong track record of favorable resolutions* Accounting software (QuickBooks, Xero, Zoho) setup, cleanup, and advisory services for streamlined bookkeeping and reporting* Cash flow optimization and tax-efficient profit distribution strategies* Succession planning and business transition supportMy responsive, detail-oriented approach combines technical tax knowledge with practical business acumen to deliver optimal outcomes. I pride myself on being accessible throughout the year – not just during tax season – and helping clients proactively identify opportunities while avoiding potential pitfalls. Whether structuring a new business venture or guiding individuals through major financial events, I focus on creating tax-efficient solutions that align with long-term financial goals.

Planning effective auditing processes, auditing financial statements and assessing accounts for accuracy and regulatory compliance, inspecting internal controls, assessing risk of management tactics, reporting systematic errors found or fraud indicators, investigating specific issues that regulatory bodies brought forward, explaining audit findings and recommending possible solutions.

Handling of all aspects of attestation engagements and tax return preparation for small to medium-sized construction, not-for-profit and other business entities. Individual income tax preparation. Occasional administrative duties including invoicing, client management and assistance in daily accounting practice routines.

As a Senior Accountant at Anstiss & Co. I am involved in all aspects of auditing (including planning, general auditing procedures, preparation of financial statements and disclosures using CCH Engagement software) of commercial clients in a variety of industries including construction, manufacturing, and distributors (U.S. multi-state and international presence). Tax preparation using CCH ProSystem fx software for partnerships (form 1065), C & S Corporations (form 1120 and form 1120-S), and individual clients (form 1040) throughout New England and beyond. I am also a part of not for profit group that provides reviewing, auditing and tax services (form 990-EZ, 990-PF and 990).

• Conducted audits, reviews, and compilations using CCH ProSystem fx Engagement• Analyzed financial statements and prepared journal entries for financial and tax purposes• Prepared federal and state corporate, partnership, non-profit and individual tax returns using CCH ProSystem fx Tax• Litigation and valuation support• Reviewed individual tax returns• Lead compilation and review engagements

• Reviewed tax returns prepared by staff accountants• Supervised monthly bookkeeping procedures• Performed analytical and consulting services related to clients’ financial performance• Prepared corporate and partnership tax returns using UltraTax CS software• Responded to IRS and MA DOR notices• Lead client and firm development

• Prepared monthly financial statements and analyzed budget to actual variances• Maintained subsidiary ledgers• Prepared audit and review packages for entities under audit or review• Maintained pre-paid and accrual accounts• Managed accounts payables and ensured internal control guidelines are observed• Processed payroll and administered employee benefits• Participated in preparation of annual budgets, forecasts, and other planning• Supported organization’s decision-making process• Designed and distributed reports and dashboards• Reviewed and improved accounting processes