Keishan T. Rowe Email and Phone Number

*Educate individuals on the importance of not only establishing financial security, but a financial legacy that will add value for generations to come.*Provide comprehensive one-on-one coaching services to individuals based on their specific financial needs. *Assist client with pivoting their perception and relationship with money through practical application, life skills and action plans.

*Prepare/review corporate (including S corporations, C corporations, and multi state) and individual tax returns (including high net worth individuals, resident and non resident aliens and U.S. expatriates), foreign bank account reports; and individual tax projections. Also responsible for tax research, extensions and estimates for various industries.

*Proactively interacted with key internal clients and external service providers to gather information, to resolve tax related problems and make recommendations for business and process improvements. *Oversaw the completion of accurate tax returns & focus on minimizing client’s overall tax exposure. *Reviewed and prepared federal, state & local income single entity and unitary/combined tax returns and franchise tax returns, extensions and estimates for domestic and multinational corporate, partnership and individual clients. *Responsible for the review of international 5472 forms covering the real estate industry. *Prepared complex compilations and reviews for clients. *Assisted with specialized and industry related projects including: Section 199 and Research & Development studies. *Performed research and prepared/reviewed technical tax memorandum. *Responsible for co-developing and implementing tax accounting systems and processes for domestic clients. *Responsible for consulting in the area of tax reporting, tax planning and compliance functions of our clients. *Managed the engagement planning process of reviewing and preparing budgets, administered timely invoices, and year-end tax planning. *Responsible for numerous IRS audit as well as providing correspondence to the IRS and other tax authorities. *Responsible for managing, coaching, and mentoring associates and staff on projects and assessing their performance through formal periodic reviews and informal feedback. *Maintained professional and technical knowledge by attending educational workshops; reviewing professional publications.

Senior Associate - June 2007 - October 2010*Prepared and/or reviewed federal and state/local income tax returns and quarterly estimates. *Worked with tax manager to identify, analyze, and utilize opportunities to minimize tax burden on company, including performing accurate and timely tax research and planning. *Worked with tax manager to ensure that the client is in compliance with all report obligations. *Assisted with federal tax audits, including providing analysis and information to IRS agent. *Advise clients regarding corporate and individual tax issues. *Managed all tax correspondence, including research and prompt response to notices from state/local tax authorities and other business notices. * Reviewed single and consolidated U.S. federal and state income returns and working papers for corporations, partnerships and individuals and quarterly IRS payments. * Prepared and/or reviewed the U.S. federal income tax reporting for controlled foreign corporations and partnerships, including sub-part F income calculations, corporate dissolutions, mergers and contributions of capital. * Audited the FAS 109 income tax provision for several corporations, which includes reviewing the effective tax rates, the methodology of NOL utilization, the adoption of Fin48 and the valuation allowance. * Calculated the extraterritorial income exclusion deduction for several corporations for the originally filed returns as well as recalculations in connection with IRS examination. *Reviewed tax footnotes of the financial statements based on information calculated during the quarterly tax provision. *Trained staff to ensure accurate completion of quarterly filings and compliance with reporting requirements. *Developed and motivated staff level team members. Tax Associate - February 05- June 07* Prepared various tax returns and schedules (1120s, 1065s, 1040s, etc) to ensure compliance with domestic regulatory obligations.