• Prepare prior years' accounting records (forensic accounting) as well as prior year tax returns.• Monthly accounting services and IRS representation for client audits.• Financial planning and investment portfolios; certified Series 6, 63 and 65. Insurance licensed Health / Life.• Financial advisor for retirement solutions and review of quarterly statements• Help clients prepare tax-related court documents• S-corporation, Personal, and Trust tax filings• Preparation of financial statements

• Represent Tax Audit members before federal and state tax agencies byo Obtaining documents needed to substantiate tax return positions o Negotiate agreement between tax auditors and clientso Preparing proformas to determine best-case /worst case expectationso Calling and responding to agencies on the members’ behalfo Preparing response documents and workpaperso Following up with agencies as to audit and audit response status• Organize and coordinate junior team members• Assist legal team in Tax Court Petitions• Promote good customer experiences• Research and resolve tax issues

• Prepare 1099s, monthly accounting for various clients and companies• Prepare tax returns in Lacerte – 1040, 1041, 1065, 1120, 1120S• Assist on audits• QuickBooks, QuickBooks Online, Accounting CS, Practice CS, Smart Vault, Excel, Adobe and Word• Preparation of Financial StatementsThis job ended after all employees were furloughed due to COVID-19; many clients were lost as they went out of business.

• Contractor position servicing a healthcare medical billing client needing help with accounting and financial audits• AP, AR, Deposits, Fixed Assets, Lease Compliance (ASC 842), Revenue Recognition (ASC 606), financial reporting (from QuickBooks), liaison with vendors and healthcare billing clients• Audit liaison with financial auditors, providing requested reports and analysis including depreciation, leased asset amortization, payroll records, new contracts and audit technical issues• Assisted in a fraud incident inquiry and in obtaining reimbursement from fraud insurance company• Tracking large client payments and assisting in collections and reports on payment arrangement clients• Managing bank and credit card accounts and payments• Aided in client's transition to Oracle by providing acquiring company with updated reports and data needed for conversion (the company was being acquired by Allscripts, Inc.)• Highly recommended by client supervisors (phone numbers available on request)

• Planned, organized, conducted and documented over 35 audits per yearly season for 4 years including HUD (governmental), captive insurance company, sales, and nonprofit (church) audits --- logged over 6,000 audit hours including every phase and account category --- from start to finished product.• Coordinated and resolved all accounting and audit software issues, working alone.• Obtained certified audit license ("A" endorsement) on CPA license from CA Board of Accountancy.• Successfully participated in and passed company peer review.• Completed corporate tax returns and NAIC statements for captive insurance companies.• Reviews for for-profit and non-profit firms, including documentation.• Innovative money-saving techniques such as using audit extraction software and Excel.• Evaluated and helped clerical and review staff with relevant continuing education.• Maintained HUD client relationships and client education.• In charge of drafting firm quality standards policy.• Electronically submitted HUD audit data to Real Estate Assessment Center.• Completed captive insurance company (1120-P corporation) tax returns in CCH Pro Systems FX.• Heavy experience with Creative Solutions, PPC, and Smart Practice Aids audit software (Thomson-Reuters)• Saved a great deal of money with low cost alternative innovation

Support functions in a busy CPA office preparing client financial statements for corporate tax returns. Bank reconciliations, adjusting journal entries, client contact and QuickBooks support. Also worked out GAAP treatments for deferred tax assets and deferred tax liabilities on compilations and ratio analysis for a client review. Got extensive experience with the Ultra Tax, Fixed Assets, Creative Solutions, and File Cabinet.

Provide help to customers with tax and Turbo Tax questions and issues. "Own the outcome" to delight customers and make them glad they chose Turbo Tax for their business and individual needs. Working here again this season as well as at Jackson Hewitt.

Planned and conducted statewide sales and use tax audits; educated taxpayers and acted as a liason between taxpayers and government agency on compliance issues