Kent Limson, Cpa, Mba work email
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Kent Limson, Cpa, Mba personal email
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I’m a business and tax strategist with over a decade of finance and accounting experience that includes a Big 4 accounting firm and a director role at a 100-year-old, publicly traded wealth management firm. I help entrepreneurs, executives, large corporations, and family offices to raise the bar of their finance and accounting by developing a sound financial vision and successfully executing it. I also help clients to build and maintain their legacies through proper tax planning, compliance, and consulting. My role is to protect and grow your assets through any financial storm.What’s unique about my approach to financial stewardship is that I think strategically and holistically about your business. Although I am numbers oriented, the numbers never tell the whole story, and sometimes the best answers directly contradict them because of market trends and other factors that don’t show up on a P&L. I ensure that your priorities are expressed in your financial structure so that not only will your business grow, but it will be in line with your values.That means that I act as a business advisor with a tax and accounting perspective rather than just providing strict accounting direction.
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PartnerTacsis Jan 2019 - PresentTorrance, California, UsTACSIS takes dynamic companies, wealthy family groups and Real Estate professionals further, faster, by delivering specialized tax and accounting solutions and legal advisory at every stage of your company’s growth. Versed in California's rapid pace and unique business environment, we have helped 100+ companies achieve success since 2005. No matter the size of your company or the scale of your next endeavor, TACSIS has the solutions to accelerate your growth.Partnering with TACSIS allows your company to raise the bar of your company's function, access niche skills, fill needs in your team, scale your departments quickly and cost effectively, add a new layer of leadership following significant growth, or bring in specialized expertise for a particular challenge. Our broad experience allows us to quickly spot opportunities for business process improvement, and we can help you implement solutions too.Whether you're a small, midsize, or Fortune 500 company, TACSIS has you covered. TACSIS Accounting functions:* Interim CFO or Controller* Organizational Restructuring* Change of Structure Planning* Family Office Accounting* Estate and Fiduciary Accounting* Offsite Bookkeeping * Qualified Opportunity Zone Fund Accounting* In-House /Outsourced Accounting Department* Accounting Succession Planning* Forensic Accounting* Individual and Corporate Tax Preparation -
Cpa / ConsultantBrigante, Cameron, Watters & Strong, Llp Aug 2016 - Dec 2018Torrance, Ca, Us• Led client relationships for tax consulting specializing in partnerships, S-corps, and high net worth family groups• Developed the firm's new hire training program and recruitment plan• Led practice development by adding over $100K of new business in one month• Analyzed real estate private equity investment deals for accredited investor clients• Managed professional network of attorneys and investment advisors for client estate and investment planning• Created tax and business models to advise entrepreneurial clients on strategic business development• Served as interim and part-time CFO for strategic company growth, financial management, and succession planning -
Tax DirectorPhoenix Life Insurance Company 2011 - 2016Hartford, Ct, Us• Led financial reporting department, implemented interdepartmental process efficiency to streamline reporting• Managed tax reporting on company's GAAP and Statutory financial statements for SEC $1.6 B in annual revenue• Managed federal and state income tax return preparation• Developed comprehensive management reporting for business projections• Coordinated IRS and internal audits• Managed tax impact of company financial restatement and developed audit remediation plan -
Tax ManagerDeloitte 2007 - 2011Worldwide, Oo• Managed attest and non-attest clients in all areas of ASC 740 and FIN 48• Prepared and reviewed complex, multi-entity C-Corp, multi-state tax returns• Led the CT practice's rollout and adoption of "business compliance methodology" to promote standardized compliance practices across all offices• Drove over $1.2M in annual firm savings by training and mentoring tax professionals in Hyderabad, India -
Tax ConsultantGrant Thornton Llp 2005 - 2007Chicago, Il, Us• Prepared complex, multi-entity, multi-state returns for commercial/manufacturing clients• Prepared international inbound and outbound foreign corporation forms 5471 and 5472• Prepared partnership, Subchapter 2 tax returns and not for profit entities forms 990 and 990 PF
Kent Limson, Cpa, Mba Skills
Kent Limson, Cpa, Mba Education Details
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University Of ConnecticutGeneral -
University Of Southern CaliforniaAccounting -
Illinois Mathematics And Science Academy
Frequently Asked Questions about Kent Limson, Cpa, Mba
What company does Kent Limson, Cpa, Mba work for?
Kent Limson, Cpa, Mba works for Tacsis
What is Kent Limson, Cpa, Mba's role at the current company?
Kent Limson, Cpa, Mba's current role is Partner at TACSIS.
What is Kent Limson, Cpa, Mba's email address?
Kent Limson, Cpa, Mba's email address is kl****@****ail.com
What schools did Kent Limson, Cpa, Mba attend?
Kent Limson, Cpa, Mba attended University Of Connecticut, University Of Southern California, Illinois Mathematics And Science Academy.
What skills is Kent Limson, Cpa, Mba known for?
Kent Limson, Cpa, Mba has skills like Accounting, Financial Reporting, Management, Financial Analysis, Sec Filings, Sarbanes Oxley Act, Corporate Tax, Tax, Us Gaap, Strategic Planning, Income Tax, Internal Controls.
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