Moshe Mindick, Cpa Email & Phone Number

Miami, Fl, Us

As the Director of Tax Strategies, I partner with a leading wealth management firm to deliver innovative tax solutions for high-net-worth individuals and businesses, all while continuing to lead my own practice, Bright Hill Advisors, LLC. This collaborative venture allows me to leverage my expertise in tax strategy to enhance the financial outcomes for our clients.My expertise lies in:✦ Real Estate:Optimizing tax structures for property investors, developers, and REITs.✦ Healthcare:Navigating complex tax regulations for medical practices and healthcare organizations.✦ Service Businesses:Crafting tax-efficient models for professional services and consulting firms.I leverage my deep knowledge of tax law and creative problem-solving skills to help clients:► Maximize deductions and credits► Structure transactions for optimal tax outcomes► Implement long-term tax reduction strategies► Stay compliant while minimizing tax burdenI am passionate about turning tax complexities into opportunities for wealth preservation and growth. This role reflects my commitment to providing comprehensive financial solutions while maintaining the independence of Bright Hill Advisors, LLC.

Maximize Tax Savings with Us!Expert tax planning to boost wealth for law firms, professional services, and real estate investors.This is our brother venture with Bright Hill Advisors, LLC that targets specifically business owners who need to optimize their tax strategy and planning.Feel free to reach out to one of our Tax Strategist to get a consultation

North Miami Beach, Florida, Us

Tax Strategy Accounting Firm specializing in Real Estate, Law firms, Healthcare, and other small businesses and high net worth individuals with a niche in nursing homes and international tax compliance. Our team is dedicated to providing top-notch accounting services to businesses and individuals across the United States.We are not just a compliance-focused tax and accounting firm, but a goal-oriented firm that works with clients to understand their objectives and provides them with the tools and services to achieve themWe specialize in serving clients in the Law, Real Estate, Healthcare (including Nursing Home and Assisted Living facilities) , and E-commerce industries, and have extensive experience in helping businesses and individuals navigate their financial matters and reach their goals. No matter what industry you are in, we have the expertise and knowledge to help you succeed.At Bright Hill Advisors, we use state-of-the-art technology to effectively communicate with our clients, eliminating the need for in-person meetings. This means you can access our services from the comfort and safety of your own home, whether through our convenient online portal or by mailing in documents.

Chicago, Illinois, Us

We specialize in the healthcare industry serving nursing homes, senior living facilities, assisted living, and real estate associated with the operating entities.

Fort Myers, Fl, Us

Miami, Florida, Us

Garden City, Ny, Us

• Prepare tax returns for C-Corps, S-Corps, Partnerships, Estates & Trusts, Foundations, Gifts, and Individuals.• Participate in performing Reviews and Compilations.• Handle tax closings for corporations and partnerships.• Execute Federal and State extensions and quarterly tax estimate payments.• Perform year-end tax projections and planning for businesses and individuals.• Successfully resolved IRS and NYS assessments with favorable results.• Produce organized work papers in a timely manner.• Advise clients on proper use of accounting methods to conform to the tax laws.• Research complex tax rules to counsel and benefit the client.• Compose quarterly financial statements for bank loan requirements.

• Serving as key staff for audits, reviews and compilations of various manufacturing, wholesale, construction, and non-profit entities. (Entities range from $5 million in revenue and greater.)• Perform analytical procedures to detect unusual financial statement relationships.• Implement audit testing of inventory and search for unrecorded liabilities.• Carry out sales and purchase cut-off tests.• Prepare PBC (Provided by Client) lists and confirmation requests. • Document audit procedures and cross-referenced work papers. • Handle and reviewed system write-ups and walkthroughs.• Track audit programs and created check lists in PPC.• Propose adjusting journal entries and discuss audit findings with clients.• Execute budget to actual analytical statements of two Temple audits.• Draft and proofread audit reports for management review.• Prepared federal corporate and partnership tax returns.

• Assisted in preparation of corporate tax forms 1120, 1120S, 1065 (K-1) and 990. • Helped prepare quarterly sales and payroll taxes.• Imputed individual tax return filing information for form 1040.• Performed write-up services using Quickbooks.• Conducted audits of non-profit organizations. Duties include vouching invoices, timesheets, verifying meal counts, and compliance auditing.• Participated with the team members in the development of not-for-profit audits.• Prepared written audit documentation to record the applied procedures.

• Prepare tax documentation (Federal and State)• File appropriate tax forms and develop the necessary procedures to comply with the respective regulating tax agencies• Perform General Ledger balance sheet account reconciliations for cash, accounts receivable, prepaid assets, payroll/benefit accruals.• Perform month-end closing activities for expense accruals, revenue recognition, and asset amortization.• Perform analytical review on selected General Ledger accounts and research unexpected or unusual results.• Manage accounts with vendors.• Maintain bookkeeping using QuickBooks.• Organize business structure.• Estimate building costs and budget scheduling.

• Participated in client meetings & worked within a team environment to deliver integrated advisory services to clients.• Thoroughly & accurately analyzed clients finance contracts to ensure accurate compliance with company policies and agreements. • Researched complex tax issues and developed quality, practical tax planning.

• Responsible for maintaining client relationships throughout design of projects. Kept client apprised of project progress on regular basis. Identified new business opportunities while developing current client relationships.• Communicated with consultants, contractors, sub-consultants and other disciplines to ensure project design details are carried out including technical issues and project design information.• Managed project team for overall adherence to design intent and carry through. Reviewed documents for adherence to building and Florida building codes. Exercised authority over day-to-day activity of assigned projects.• Responsible for managing project budgets, work plans, consultants and schedules. Developed detailed project schedule and communicated key deliverable dates to project teams. Tracked fees and labor costs for conformance to contracts. Responsible for financial outcome of projects.

Bs, Accounting

Education record