Matthew Adler, Cpa work email
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Matthew Adler, Cpa personal email
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.
Bass & Lemer Llp
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PartnerBass & Lemer Llp Nov 2020 - PresentMulti-Generational FamiliesReal Estate EntitiesNonprofit OrganizationsHigh Net Worth Individuals
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Tax And Audit ProfessionalBass & Lemer Llp Nov 2014
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Tax AccountantPhil Sarna Business Management Aug 2013 - Nov 2014New 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 -
Junior Tax ConsultantRr Advisory Group, Llc Dec 2012 - May 2013Us•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 -
Tax Consultant InternBessemer Trust Feb 2012 - Oct 2012New 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 -
Seasonal Hire, Investment Management GroupPwc Jun 2010 - Aug 2010Gb•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
Matthew Adler, Cpa Education Details
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University At AlbanyAccounting -
Baruch CollegeTaxation
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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