Yehia Bakr, Cpa Email & Phone Number

Chicago, Il, Us

•Loans & Flooring Company: Negotiate terms on behalf of the dealership group, and be the point of contact for any inquiries from third party related to this matter.• Worked closely with the Legal counsel when planning the loan agreements, repayment plans, negating terms, etc.•Tax planning & return preparation, researching tax laws, and representing the dealership in any disputes with the tax authorities.•Attended quarterly meeting with GM Distract manager and the dealer principals.•Reviewed GM Monthly reports to assure dealership compliance with the GM franchise policy.•Acquisitions: Reviewed, analyzed prospective dealership financial statements, prepared recommendations for purchase price, terms, etc.•Within Office Admin Department, created job descriptions & training for accounting.•Provided owners with customized portfolio solutions minimizing ultimate state & Federal tax liabilities.

• Helped hundreds of clients in trouble with the IRS and successfully negotiated tens of thousands of dollars in IRS tax debts.• Provide back office services and consultations for small businesses such as clinics, PT, law offices, Real Estate brokers, etc.• Design service packages and offering a wide range of Accounting, tax-related services for small businesses and high network individuals.• Helped customers with the following services, review complicated tax returns, tax relief options: IRS representation, Notice of Deficiency, Fresh Start Program, installment agreements, Offer in Compromise, Innocent Spouse Relief, IRS payment plans, penalty abatement, Currently Non-Collectible Status (CNC), tax lien issues, negotiations with the Internal Revenue Service on behalf of the clients and finding a solution that is best for the taxpayers.• Researched tax issues and assisted with various special projects, including preparing cases for U.S. Tax Court and audit representation.

• Managed sensitive tasks and special projects, including engagement letters, establish scope, guidelines.• Managed, mentored and motivated members of the accounting team to strive for and reach greater levels of effectiveness and engagement.• Successfully led merger of two Agencies and redirected the culture to create a new company with significant increase in the revenue.• Developed marketing plans, digital marketing strategies and solutions to achieve the sales goals.• Cut down-time costs by over 20 % through the implementation of Dual ISP connections through implementing redundant routers.• Led training in best sales practices, product iteration, research and analytics, customer service.• Assisted with development and implementation of new products, leading to a 35% increase in annual premium.• Developed effective working relationships with clients to provide innovative accounting, tax planning, consulting, and other services.

• Managed, mentored and motivated members of the tax team to strive for and reach greater levels of effectiveness and engagement.• Managed the market movement, attracted new clients, planned new assignments, established the scope of the work with new clients, discussed it with the team and provided guidance by monitoring the outcome and taking corrective actions, as needed.• Provided innovative tax planning and reviewed complex income tax returns for key clients.• Managed the operation of a full-service tax resolution company, offering a wide range of tax-related services geared towards both individuals and small businesses. Services ranged from tax resolution, prior year income tax return preparation, and back tax debt relief to ongoing monthly bookkeeping and personal and corporate annual tax return preparation.• Ensured accurate and timely filing of consolidated federal, state and local income tax returns and other business related filings.• Researched tax issues and assisted with various special projects, including preparing cases for U. S. Tax Court, and audit representation.

• Accomplished strategic business planning, setting the culture for the company and coordinated with agents and accountants, going over day-to-day operations.• Ensured accurate and timely filing of consolidated federal, state and local income tax returns and other business related filings and marketing strategies.• Implemented process improvement enabling the company to scale effectively through rapid growth with over 1,800 clients after just 3years of operation.• Directed, coordinated and reviewed activities in sales and services with full responsibility of overall operations. • Prepared budgets and approved budget expenditures and developed the business in new markets.• Planned and directed staffing, training and performance evaluations to develop and control sales and service program.• Resolved customer complaints regarding sales and service and managed relationships with key clients.

International Purchasing Manager Representing Clients From MENA Region. ● As the middleman between the importers in the MENA region and U.S vendors, coordinated international shipments, reviewed PO’s,and negotiated with a variety of vendors.● Acted as liaison with different parties such as engineers, vendors, partners to ensure that orders met the customers’ requirements.● Coordinated international conference calls between buyers and sellers.● Sought reliable vendors or suppliers to provide quality goods at reasonable prices, negotiated prices and contracts on behalf of clients.● Attended Offshore Technology Conference (OTC) on behalf of overseas clients that were looking for new vendors and specific products.● Connected with global C-suite leaders and speakers at conventions to discover expected innovations over the next years.

Bachelor'S Degree, Business Administration And Management, General ( Accounting Major)

Project Management Professional (Pmp ) Courses, Business Administration And Management, General

Business Administration Courses (Mba), Business Administration And Management, General

Bachelor'S Degree, Business Administration And Management, Accounting

Certificate, Cpa

Education record