Michael Mortimer Email & Phone Number

Prepare tax workpapers from client recordsOrganize client records, prepare bank reconciliations, record receipts and disbursements, and prepare journal entriesSales tax return preparation for multiple states and local taxing jurisdictionsResponsible for calculating and completing payroll returns

Prepare corporate and partnership returns for a company located in 46 states and 6 countries encompassing more than 300 branches and related entities, involved in manufacturing, real estate, and retail/wholesale tradeHeavy concentration in state and local tax areas including:Sales tax for all states and jurisdictions with physical nexusResearched issues.

for high wealth individuals, partnerships, corporations, including consolidated corporations, brother-sister and parent-subsidiary entitiesPrepared year-end tax projections to determine tax liabilities for extension and/or estimated paymentsPerformed audits with IRS agents and completed audit reviewsMet with clients regarding tax issues and responded to.

Prepared tax returns for clients involved in medical practices

Familiarized with 1040s and supporting schedules using ProSystem FXSpoke with clients regarding tax issuesPayroll including 940, 941, NJ-927, WR-30Established excel formulas to calculate all payroll taxesEntered vendor transactions and completed bank reconciliations