Nicholas Lassak Email & Phone Number

Lemont, Il, Us

Lemont, Il, Us

Chicago, Illinois, Us

-Use CCH Axcess to prepare high net worth individuals 1040 tax returns -Prepare 1040 returns with 30+ K-1s -Report hedge fund and international fund K-1s (require form 8886 / 926 reporting)-Prepare various state returns-Prepare 5+ charitable trust returns on an annual basis-Held a client focus on attorney partner returns all requiring multiple states filings-Use CCH Axcess to prepare partnership and S Corp (1120S & 1065) tax returns-Prepare a family partnership return reporting 29 million dollars in assets-Prepare and adjust client financials using QuickBooks and excel-Prepare 1041 trust returns-Use CCH Axcess to create proforma tax returns for new clients to roll forward current-Stood as first round of review for proforma tax returns from interns-Stood as first round of review on 1040 returns from interns-Work with Adobe Pro to organize client tax workpapers-Effectively and efficiently communicate with over 100 clients in a tax season for various inquires-Effectively and efficiently communicate with client wealth managers and other financial advisors-Complete miscellaneous ad-hoc projects such as POA forms, extension vouchers, part year resident allocations, estate nominee elections-Prepare tax response letters for the IRS and various states to address notices recieved by clients-Work with client softwares to pull needed tax information (Carta / secure portals / banks / investment portals)

Witeks Bakery / European Imports Food & Deli-File monthly payroll taxes, quarterly payroll reports (Form 941, IL 941, UI3/40)-Manage all communications with government and regulatory agencies for compliance and licencing-Single point of contact for preparation and conducting insurance audits-Liaison between owners and external council for legal matters-Prepare all necessary information / documentation for corporate tax returns-File monthly sales tax -File monthly county food tax return-Prepare annual budgeting including personal withholding calculations for the business owner -File all annual legal material to operate in “good standing” with the Illinois and federal government -File all initial incorporating documents to operate as a business

Hickory Hills, Illinois, Us

-Entered and paid bills using QuickBooks Online and Desktop for 20+ clients ranging from real estate to dermatology-Reconciled monthly bank and credit card statements for 20+ clients on a monthly basis using QuickBooks Online and Desktop-Maintained databases of current 1099 vendors, prepared over 400 year end 1099 returns for various clients -Maintained control of multiple inter-company accounts for clients-Communicated efficiently with business owners to properly reflect their business operations-Prepared periodic custom financial reporting in a fast-paced, entrepreneurial environment-Managed financials for companies showing over $17 million in revenue-Effectively onboarded new overseas employees -Trained new employees on client tailored projects-Effectively communicated with payroll providers and processed payroll for various clients -Worked on miscellaneous ad-hoc projects tailored to clients needs, such as custom reporting, data analytics, and bonus calculations

Lemont, Illinois, Us

-Used QuickBooks to reconcile monthly bank and credit card statements for various clients-Gathered client financial information to prepare year-end individual tax returns-Used ATX to prepare 1040 tax returns

Master Of Business Administration - Mba

Bachelor'S Degree, Accounting

Education record