Kyle Crow Email & Phone Number

Milwaukee, Wisconsin, United States

Milwaukee, Wisconsin, United States

10700 Research Drive, Suite 145 Milwaukee, Wi 53226

• Reviewed and prepared complex, multi-state individual, S corporation, C corporation, and partnership returns.• Implemented tax work programs to enhance compliance workflow.• Researched and formulated client tax saving strategies.• Supervised and trained new employees and tax interns using Lacerte tax software, preparing tax returns, and managing daily work flow.• Forecasted future client tax scenarios and provided recommendations targeting financial long range goals.• Compiled income statements and balance sheets from client data.• Utilized tax planning software to implement tax strategies for exercising incentive stock options, vesting of restricted stock units, etc., while planning for the alternative minimum tax.• Generated depreciation records for clients including analysis of “repair” regulations for capitalizing or expensing tangible property acquisitions.• Prepared and reviewed personal property returns based on fixed asset records.

• Worked closely with management to prepare daily journal entries.• Assisted with monthly analysis to properly record adjusting month-end closing entries.• Reviewed and managed accounts receivable and accounts payable including balancing the general ledger for each account and compiled monthly reports.• Managed and processed monthly payroll and year end reports.• Prepared monthly bank reconciliations and accounted for any discrepancies.