•Updated financial models of tax credit investments to provide accurate tax benefit projections and current internal rate of return calculations for Quarterly Investor Reporting•Ensured timely delivery of annual audit and tax returns to Investors for Red Stone Investment funds•Reviewed Cost Certifications, IRS Form 8609(s), Debt Service Coverage Ratio calculations, and 10% Test reviews for tax credit investments

•Displayed strength in preparing and reviewing Partnership, S Corporation and Individual income tax returns and related workpaper support•Served multiple industries including real estate, construction and manufacturing clients•Performed various research projects on tax matters and completed written communication •Filed multi-state and local income tax returns

•Prepared and reviewed Partnership, S Corporation and Individual tax returns•Performed various research projects on tax matters and completed written communication •Filed multi-state and local tax returns including B&O, sales, and personal property tax filings•Prepared accurate payroll filings for clients on a quarterly basis•Served niche populations of owner operated businesses, high net worth individuals and clients with international tax issues•Participated in year round tax planning to help clients make proactive decisions that minimize income taxes

•Educated, advised and instructed taxpayers on proper reporting of Business & Occupation tax, Retail Sales and Use tax, Public Utility tax, and various other taxes•Adjusted taxpayer accounts upon receipt of amended returns, penalty waiver requests, field requests, and refund requests•Examined taxpayer accounts in a holistic manner to determine taxability and reconciled accounts accordingly•Issued tax assessments to correct reporting for previous and current periods•Provided technical assistance on the Electronic filing (E-File) application•Effectively and appropriately utilized specialized software for investigation and tax examination purposes

•Prepared and completed Federal Individual tax returns for 2006 tax year•Completed Schedule A, Schedule C and depreciation schedules

•Performed Sarbanes Oxley testing, including population selection, sampling, testing, and conclusions•Prepared 10Q and supporting schedules•Prepared Section 16 filings, including Form 4 Beneficial Ownership•Edited and proofed edgarized financials and filings•Prepared earnings press release with supporting schedules•Prepared Board of Director correspondence supporting proxy information•Completed research and support for federal telephone excise tax refund