Matt Cervoni, Cpa Email and Phone Number
Matt Cervoni, Cpa work email
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Matt Cervoni, Cpa personal email
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CPA at Real Books CPA, PLLCLacrosse Coach at Lexington Catholic High School & Commonwealth Kings
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Head Lacrosse CoachLexington Catholic High SchoolLexington, Ky, Us
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Head Lacrosse CoachLexington Catholic High School Sep 2023 - PresentLexington, Ky
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Founder & CeoReal Books Cpa, Pllc Jan 2022 - PresentLexington, Kentucky, United StatesProactive tax planning for real estate investors. -
Senior Accountant - Wealth AdvisorsLbmc Aug 2019 - Dec 2021Brentwood, TennesseePrepared tax returns for high net worth individuals and real estate and investment partnerships in the Wealth Advisors - Tax division of LBMC. This includes preparing complex individual, trust, real estate and investment partnership, and foundation tax returns. (1040, 1041, 1065, 1120S,1120, & 990)Performed tax planning and consulting. This includes reviewing and reconciling company financials, estimated tax payments, providing ROI calculations for investors, estate planning, and other general proactive tax consulting. -
Audit InternBlue & Co., Llc May 2018 - Aug 2018Lexington, Kentucky AreaAssisted in the execution of six audits including defined contribution plans, defined benefit plans, and a financial statement audit in the equine industry under the guidance of an audit senior, manager, and director. Evaluated internal controls, compliance with laws and regulations, and the fair presentation of financial statements through inquiry with management, reviewing documentation, and analytical procedures. Participated in CPE and training events offered by the company and other firms in the Lexington, KY area, including the Equine Tax & Accounting update and Audit Watch University, to become more well-rounded and prepared for the CPA exams. -
Investment Analysis And Portfolio Management Practicum (Fin 485)Gatton College Of Business And Economics Jun 2017 - Jan 2018Lexington, KySelected as one of ten top finance students for the invitation-only course to manage an equity portfolio of ~$2.5 Million. Pitched a stock to peers that was added to the portfolio by majority vote. Created investment strategies, researched and valued equities, wrote analyst reports and made buy/sell decisions through the use of sources such as Bloomberg, Morningstar, Capital IQ, and the Wall Street Journal. Worked with a team of students to receive second place in the University of Kentucky Fall 2017 Stock Pitch Competition. -
Financial Audit InternFifth Third Bank May 2017 - Aug 2017Cincinnati, OhioParticipated in the execution of two audits for the Commercial and Capital Markets lines of business within the Bancorp under the guidance of an audit senior to ensure the best business processes are being used to mitigate risks facing the bank. Evaluated risk with a team of auditors by exchanging ideas and opinions, personally tested 12 risk controls, elevated concerns, and followed policies and procedures defined. Presented a research topic to Audit Directors and Managers and developed the ability to communicate with co-workers and superiors effectively.
Matt Cervoni, Cpa Skills
Matt Cervoni, Cpa Education Details
Frequently Asked Questions about Matt Cervoni, Cpa
What company does Matt Cervoni, Cpa work for?
Matt Cervoni, Cpa works for Lexington Catholic High School
What is Matt Cervoni, Cpa's role at the current company?
Matt Cervoni, Cpa's current role is Head Lacrosse Coach.
What is Matt Cervoni, Cpa's email address?
Matt Cervoni, Cpa's email address is matthew.cervoni@53.com
What is Matt Cervoni, Cpa's direct phone number?
Matt Cervoni, Cpa's direct phone number is 185943*****
What schools did Matt Cervoni, Cpa attend?
Matt Cervoni, Cpa attended University Of Kentucky, University Of Kentucky.
What are some of Matt Cervoni, Cpa's interests?
Matt Cervoni, Cpa has interest in Football, New Technology, Personal Finance, Investing, Basketball, Reading, Sports Marketing, Piano, Lacrosse, Ice Hockey.
What skills is Matt Cervoni, Cpa known for?
Matt Cervoni, Cpa has skills like Microsoft Excel, Leadership, Time Management, Consolidated Financial Statements, Microsoft Word, Financial Statement Analysis, Social Networking, Microsoft Powerpoint, Teamwork, Real Estate, Tax Planning, Quickbooks.
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