Matthew Adler, Cpa

Matthew Adler, Cpa Email and Phone Number

Partner @
Matthew Adler, Cpa's Location
New York, New York, United States, United States
Matthew Adler, Cpa's Contact Details

Matthew Adler, Cpa work email

Matthew Adler, Cpa personal email

n/a
About Matthew Adler, Cpa

Matthew Adler, Cpa is a Partner at Bass & Lemer LLP. He possess expertise in accounting, tax, tax returns, financial statements, tax preparation and 8 more skills.

Matthew Adler, Cpa's Current Company Details
Bass & Lemer LLP

Bass & Lemer Llp

Partner
Matthew Adler, Cpa Work Experience Details
  • Bass & Lemer Llp
    Partner
    Bass & Lemer Llp Nov 2020 - Present
    Multi-Generational FamiliesReal Estate EntitiesNonprofit OrganizationsHigh Net Worth Individuals
  • Bass & Lemer Llp
    Tax And Audit Professional
    Bass & Lemer Llp Nov 2014
  • Phil Sarna Business Management
    Tax Accountant
    Phil Sarna Business Management Aug 2013 - Nov 2014
    New York, Ny, Us
    • Prepared Individual, Partnership, S-Corp, C-Corp tax returns for domestic and foreign clients• Reviewed clients financial statements for irregularities and suggest possible tax planning techniques • Direct daily contact with clients to ensure timely filing of necessary tax forms • Reviewed and explained individual tax returns with clients to ensure client understanding of their tax return
  • Rr Advisory Group, Llc
    Junior Tax Consultant
    Rr Advisory Group, Llc Dec 2012 - May 2013
    Us
    •Prepared Individual, Partnership, S-Corp, Gift and Foundation Tax Returns for domestic and foreign clients•Analyzed clients’ tax situations based on client tax sensitivity as well as differential situations•Projected clients’ estimated and extension payments to avoid underpayment of estimated tax penalties•Reconciled clients’ books and records to produce necessary financial statements
  • Bessemer Trust
    Tax Consultant Intern
    Bessemer Trust Feb 2012 - Oct 2012
    New York, New York, Us
    •Prepared Federal, State and Fiduciary Tax Returns for domestic and foreign high net worth individuals•Calculated and advised clients on proper estimated tax payment strategy based on their personal financial situation•Analyzed clients’ tax situations and reported on the most favorable tax strategy based on current and future economic trends
  • Pwc
    Seasonal Hire, Investment Management Group
    Pwc Jun 2010 - Aug 2010
    Gb
    •Completed and corrected tax returns and other forms necessary for clients in order to meet deadlines•Created work papers used by all levels of management in the preparation of required forms•Proofread and organized forms before being sent to clients for further review

Matthew Adler, Cpa Skills

Accounting Tax Tax Returns Financial Statements Tax Preparation Corporate Tax Tax Accounting Income Tax Tax Research Financial Reporting Quickbooks Strategic Financial Planning Financial Accounting

Matthew Adler, Cpa Education Details

  • University At Albany
    University At Albany
    Accounting
  • Baruch College
    Baruch College
    Taxation

Frequently Asked Questions about Matthew Adler, Cpa

What company does Matthew Adler, Cpa work for?

Matthew Adler, Cpa works for Bass & Lemer Llp

What is Matthew Adler, Cpa's role at the current company?

Matthew Adler, Cpa's current role is Partner.

What is Matthew Adler, Cpa's email address?

Matthew Adler, Cpa's email address is ma****@****mer.com

What schools did Matthew Adler, Cpa attend?

Matthew Adler, Cpa attended University At Albany, Baruch College.

What skills is Matthew Adler, Cpa known for?

Matthew Adler, Cpa has skills like Accounting, Tax, Tax Returns, Financial Statements, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, Tax Research, Financial Reporting, Quickbooks, Strategic Financial Planning.

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