Kathleen Sarchett, Cpa Email & Phone Number

Santa Barbara, California, Us

Owner of direct and indirect tax compliance. Dramatically reduced external CPA fees.Formed a tax department from scratch in one year for this nationwide, late-stage, tech start-up.Established multiple processes and procedures. Evaluated and implemented tax software programs.Resolved tax notices, audits, and other controversies. Assisted with resolution of payroll tax and unclaimed property issues.Provided expert guidance to CFO and other team members on tax-related issues.Researched laws and achieved the desired compliance level for all taxes in all jurisdictions. Kept updated on law changes.Gathered documentation for and reviewed the consolidated federal 1120. Compiled and remitted estimated taxes and filed extensions.Prepared/e-filed 50+ state/city income tax returns - including stand-alone and parent/subsidiary combined filings.Created efficient state workpapers to support the tax returns including: apportionment, taxable income, NOL, conformity differences and so forth.Built spreadsheets and processes for multi-state tax projections and maintaining the inventory of deferred for the ASC 740 provision. Prepared tax provision.Reconciled tax related G/L accounts. Performed income and sales tax nexus analysis, Avalara tax code review, and multiple other tax exposure evaluations.Oversaw over 600 indirect tax filings per year including Canada treaty and US FBAR tax returns.Created and implemented an efficient and effective nationwide escheat/unclaimed property compliance program.Managed, trained, and coached one direct report. Established cross-functional inter-departmental relationships.

Annapolis, Maryland, Us

Detail and tech reviewed easy to complex 1040, 1041, 1065, 1120S, and 1120 tax returns.Performed complex research and authored white papers, checklists, cheat sheets, and other tools.Drafted and presented in-house CPE and other training.Performed skills assessment reviews.Worked with firm leadership to assess the impacts of emerging tax laws and develop strategies, best practices, policies, and procedures.

Detail reviewed income tax returns and the related documentation for mid-sized businesses and high net worth individuals.Researched the tax code and developed support for tax positions.Provided feedback and guidance to less experienced team members.

Duties typical of a CPA in a tax practice plus: CFO and controller, HR and staff development, project management, IT, quality control, risk management, and all other duties inherent with small business ownership. Negotiated the sale of the business which is still operating with the same team members in 2024.