Consulting services provided to business owners of service companies in the construction industries, real estate development, and health services. Specialist in Small Business Accounting and Tax Preparation. Focus on Developing Organizational Structure in an effort to maximize profits and mitigate taxes.Contract Controller, CFO and Tax Management Services provided on short term basis to find long term solutions; onsite for local business owners, remote across USA. Extended contract work in TX and AZ including Select Construction, Got it Group, PinPointe Accounting,, Roberts & Associates, CW Darter, HCH&T, En Fuego Construction, Ludwig & Klewer among others.

Initiate Policies & Procedures to efficiently process all tax work, Train Staff, Research and resolve complex tax issues, Manage client relationships, Review all tax returns, Develop tax practice from existing client base and increase revenues through new client development.

Prepare and Review tax returns and financial statements. Mastery of paperless office functions through Lacerte, Creative Solutions Engagement, Practice Solutions and File Cabinet software. Focus on Practice and Client Development through the increased value added services of Financial Planning.

Managed 30+ client engagements with complex FLP structures, preparing multi-state tax returns in addition to preparing Compiled and/or Reviewed Financial Statements with footnotesDetail review and analysis of tax returns and work paper files for LLC, Partnership, S and C Corporation, Individual, Exempt and Fiduciary filers, monitoring progress to ensure timelinessResponded to numerous IRS and State Notices, researching and drafting internal memosAssisted in the creation of budgets for priority clients of the firm Actively participated with group of managers and supervisors to design and establish operating procedures fostering compliance and planning efficienciesCoordinator with HR and Office Manager, interviewing job applicants for staff positions and assisting with final selections Firm Wide Workflow Manager with direct review of five full time tax professionals, supervising and evaluating staff progress, mentoring at least two new associates each yearPrepared and conducted training programs aimed at developing associates in addition to training of all staff (and management team) on newly initiated softwareGenerated >33% of total office revenue for tax year 2008 while managing 100% of new client work, increased to > 40% revenue generation for tax year 2009 by empowering preparers, increasing communication and consensus, instituting regular team meetings, motivating staff to succeed, executing a new planning process to meet deadlines, and following up to track status and ensure successProSystem Tax Software, CSA, ATB and QuickBooks General Ledger Software

Sole Proprietor – Desiring the flexibility that a career in public accounting provides, while my children were in elementary school, I worked as a part-time tax preparer in both small and medium-sized CPA firms on Long Island utilizing CCH, Pro-System and Lacerte software from 2002 – 2005. During this tenure I would consult independently or take assignments through Robert Half/Accountemps, usually working under contract for a predetermined period or until a specific project was completed. All assignments were successfully terminated ahead of schedule and under budget.

Income tax preparation services for individuals, partnerships, trusts, estates, s-corps, c-corps, llp’s and llc’s. ProSystem software, e-forms, BNAtax research.Expert in M-1 schedules preparing deferred tax asset/liability schedules for audit staff as member of 10 person tax team in satellite office from Manhattan serving audit staff of 40 professionals

Performed all office functions from reception, to data-entryInitiated write-up and tax preparation of all payroll and sales tax filingsPreparation of all individual, corporate and partnership tax returns Implemented computerized tax research transition from CCH library ProSystem software, Lotus & Excel spreadsheets, GL workpapers prepared on OneWrite, Peachtree and Quickbooks software.

Boutique style practice, strictly catering to co-ops and condominiums with gross annual rents in excess of $1,000,000, located in New York City. Prepared quarterly sales and rent tax returns in addition to auditing books and records for real estate management companies,Presented financial statements prepared on in house developed software at the annual meetings of the boards of directors.

Client write-up on Cross Tech software for retail operation involving twenty locations of nine separate entities and six real estate holding companies grossing over $45,000,000 annual sales. Twenty to thirty additional client’s write-up, payroll, sales, rent and income tax returns prepared on monthly, quarterly, and annual basis. Approximately one hundred twenty 1040’s, 1120’s, 1065’s, & 1120S’s prepared on Lacerte software during tax season and another thirty put on extension. Senior level responsibility – supervision of junior staff.