Michelle L. Wright, Cpa, Mst Email & Phone Number

Hermitage, Pa, Us

Hermitage, Pa

Founded in 1986 by Bob Jazwinski, JFS Wealth Advisors provides integrated financial planning and investment strategies for every stage of life. JFS Wealth Advisors offers fee-based wealth management, investment strategy and retirement planning to individuals, businesses, non-profit organizations and trusts. Our team of 60+ employees serves more than 2,000 clients in over 40 states, with assets under management approximating $2 billion.

Youngstown, Ohio

•Manage the preparation and review of federal and multi-state tax compliance for S corporations, C corporations, partnerships, LLCs, trusts, and individuals by communicating expectations with clients and staff, prioritizing workloads, ensuring timely turnaround, and developing staff•Research and resolve complex federal and state tax issues including documenting findings, presenting options, and making recommendations•Consult with clients on state tax issues including nexus, voluntary… Show more •Manage the preparation and review of federal and multi-state tax compliance for S corporations, C corporations, partnerships, LLCs, trusts, and individuals by communicating expectations with clients and staff, prioritizing workloads, ensuring timely turnaround, and developing staff•Research and resolve complex federal and state tax issues including documenting findings, presenting options, and making recommendations•Consult with clients on state tax issues including nexus, voluntary disclosure, amnesty, and sales and use tax•Identify federal and state tax planning opportunities based on client-specific facts•Create value by collaborating with other experts within the firm to identify possible solutions to specific client situations Show less

Chicago, Illinois

•Manage the preparation and review of federal and multi-state tax compliance for S corporations, C corporations, partnerships, LLCs, trusts, and individuals by communicating expectations with clients and staff, prioritizing workloads, ensuring timely turnaround, and developing staff•Assist client personnel with bookkeeping and year-end adjustments•Develop tax training materials for staff on permanent and temporary tax differences, S corporations, and state and local tax nexus… Show more •Manage the preparation and review of federal and multi-state tax compliance for S corporations, C corporations, partnerships, LLCs, trusts, and individuals by communicating expectations with clients and staff, prioritizing workloads, ensuring timely turnaround, and developing staff•Assist client personnel with bookkeeping and year-end adjustments•Develop tax training materials for staff on permanent and temporary tax differences, S corporations, and state and local tax nexus, apportionment, and allocation•Manage federal and state tax audits for businesses and individuals working closely with agents to resolve potential tax issues or assessments Show less

Master Of Science (M.S.), Taxation

Bsba, Accountancy

Graduate Certificate, State & Local Taxation