Michael Wherry, Cpa Email & Phone Number

Saint Paul, Mn, Us

Maple Grove, Mn, Us

wherry326@gmail.com

Durham, Nc, Us

The AICPA Accounting Information and Operations Management (AIOM) Task Force strives to educate and bring needed focus to the areas of accounting operations, including information management, process optimization, and the technologies and strategies that support all accounting professionals.The members of this task force are senior-level professionals from diverse backgrounds (public practice, consulting, and business and industry) who have built their careers by fostering innovation—constantly working to enhance the future of accounting-related processes and technology in an age where business interests are increasingly taking on global dimensions.We write articles, speak at high-profile conferences, host webcasts, and publish other guidance to help businesses and firms—of all sizes—improve accounting-related information management and processes and, as a result, maximize their bottom line. We promote the CPA name and the esteemed CITP and CGMA credentials.

Kansas City, Us

Boomer Consulting, Inc. guides accounting firms to increased performance and profitability by providing unique consulting services, peer-led communities and industry leading intellectual capital. Over the last five years, we have worked with 70% of the Accounting Today's Top 100.Our powerful solutions target five areas critical to a firm’s success:• Leadership• Management• Technology• Client Development• ProcessWe strive to make you successful and future ready!

Minneapolis, Mn, Us

Manage and mentor one direct report and one summer internKnown for improving the processes for:• State apportionment• Quarterly estimate calculation• Annual schedule M spreadsheet • Sales and Use tax preparation and reviewNegotiated state income tax audits that resulted in minimized income tax liabilitiesHandled multiple state Voluntary Disclosure Agreements to reduce penalty riskResearch and document complex tax issues for the business• §199 Domestic Production Deduction, Nexus studies, Fin 48 (UTP)Prepare / Review Federal and State income tax returns in an accurate and timely mannerPrepare Federal and State provision, quarterly estimated payments, R&D CreditCompile, analyze and reconcile tax accounts according to ASC 740 including deferred tax calculation for quarterly footnote and SEC filings

Cleveland, Ohio, Us

Lead Tax Consultant for largest clients in office (Revenue Range $75M to $900M)Led transition of local office tax practice to a paperless environmentWorked on National Tax Office team projects:• Migration of 30 offices to single tax return preparation platform• Streamline / determine best practices for individual return preparation process• Implementation of online review notes via “Firm Flow” Discovered accounting method change that reduced annual taxable income by $10MLed nexus study that reduced state taxable income by correcting sales apportionment factors ($70k in refunds and over $20k savings on an annual basis)Prepared multiple §199 studies that resulted in over $1M recurring annual deductionRecruited and trained 20 new staff over six yearsManage and develop tax staff of 15 individuals; including quarterly performance reviewsPrepared multiple Private Letter Rulings

Improved entire tax preparation process including implementation of paperless environmentLead technical reviewer; 1120, 1120S, 1065, 1041 & 1040Managed staff of 8 individuals, including training, development and performance reviewsManaged administrative staff processes for tax return assembly and electronic filing

Integrated trial balance import and financial statement generation between client accounting systems and firm softwareAccounting, auditing and tax preparation in numerous industries, including manufacturing, construction, healthcare, retail and service providersManage staff and seasonal tax personnel

Bloomington, Mn, Us

Planning, financial statement presentation and report writing responsibilities as in-charge auditor for audit engagementsPerformed compilation and review servicesPreparation and review of corporate and individual income tax returns and payroll forms