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Phil Boudreau, Cpa, Mst is listed as Tax Director at SmartFinancials.net at SmartFinancials.net, a company with 12 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at smartfinancials.net and a matched LinkedIn profile for Phil Boudreau, Cpa, Mst.
Phil Boudreau, Cpa, Mst previously worked as Director at Smartfinancials.Net and Tax Manager at Sheldon Reder Cpas. Phil Boudreau, Cpa, Mst holds Master Of Science (M.S.), Taxation from State University Of New York At Albany.
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AeroLeads found 1 current-domain work email signal for Phil Boudreau, Cpa, Mst. Compare company email patterns before reaching out.
I specialize in providing complete day-to-day accounting and tax solutions for businesses and business owners. We work closely with franchisors, franchisees, and other business owners to improve efficiency, decision making, and save costs. Our high-tech, flexible approach makes us different from traditional bookkeeping or CPA firms. I am an expert on business incentives including IRS representation related to Employee Retention Credit audits, with a unique blend of income tax and payroll tax experience. We work with full-service and quick-service restaurants, brewpub concepts, hotels and multi-location franchise businesses (fitness, home care, hair salons, personal services, and many more). Whether you have 100 locations in your portfolio or are just starting your entrepreneurial journey, you’ll benefit from our experienced team. I am the head of SmartFinancials' Cincinnati tax group, and work with new client onboarding and needs assessment. Tax compliance and planning for ongoing client needs is my other area of focus. I would love to meet with you to discuss how we can help your business. I also love partnering with other professionals including attorneys and financial advisors to provide comprehensive financial support for business owners.
Listed skills include Accounting, Tax Preparation, Financial Reporting, Quickbooks, and 24 others.
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A career timeline built from the work history available for this profile.
Cincinnati, Ohio
Head of SmartFinancials' Cincinnati tax practice, and also working with new client onboarding and needs assessment. Tax research, consulting, tax compliance and planning for all jurisdictions, working especially with closely-held S corporations, partnerships/LLC's and business owners.
Cincinnati Area, OH
Consulting with tax clients on complex issues and compliance.
Crestwood, KY
Tax manager responsible for all tax matters, including income tax accounting/provision, income tax compliance, indirect taxes, international tax, and complex tax research projects (with special focus on research and development and orphan drug tax incentives). All projects and daily responsibilities are completed in full compliance with Sarbanes-Oxley. I.
Orlando, Florida, United States
Louisville, Kentucky Area
Tax Manager working with a variety of clients on all tax matters. Tax research, consulting, tax compliance and planning for manufacturing, banking, service, and other industries, whether they are C corporations, S corporations or partnerships/LLC's. My specialty is providing the best tax answers for each specific need, as I leverage my extensive tax.
Louisville, Kentucky Area
Tax Accountant in Humana's headquarters office; income tax return review and preparation for Humana Inc. and its many subsidiaries, including numerous state and local jurisdictions. Handle complex tax notices, tax controversy issues, and tax research questions. Utilize OneSource tax software, Oracle/OBIA ledger software, complex Excel functionality, and.
Louisville, Kentucky Area
Complex high-net-worth tax and investment entities, including FLP's and private equity, individual and business tax returns including partnerships, not-for-profit entities and corporations. Led training sessions and was a mentor to staff. Handled tax notices, complex tax controversy issues, and tax research questions, and worked to establish firm-wide tax.
Rye Brook, New York Area
Tax accounting senior; review of individual returns and preparation of numerous business and other entity returns including partnerships, not-for-profit entities and corporations. Worked with private equity funds as well as operating entities. Expanded available tax services for clients by researching and adapting department methods for specific client.
Greater New York City Area
Tax accounting staff; Prepared extremely complex individual income tax returns for ultra high net-worth individuals (including net worth >$1B) and gift, estate, and trust tax return preparation. Preparation of parts of corporate and partnership returns and electronic workpapers for large financial entities including private equity funds and hedge funds, as.
Albany, New York Area
Tax accounting senior; Varied responsibilities in the tax department. Completed numerous tax research projects for many varied and complex issues, including extensive memoranda writing and utilization of tax and legal databases. Other responsibilities included individual income tax (Federal, numerous states and localities), gift tax, estate tax, and trust.
Albany, New York Area
Tax associate; Complex individual income tax return prep for very high net-worth individuals (Federal, numerous states and localities), some gift and trust return prep; tax audit representation for IRS, state, and local issues which required significant research and formal written communications with tax agencies.
Other employees you can reach at smartfinancials.net. View company contacts for 12 employees →
Casey Kingsland
Colleague at Smartfinancials.NetCincinnati, Ohio, United States, United States
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Paul Matthews
Colleague at Smartfinancials.NetMiddle River, Maryland, United States, United States
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Laurie Fergus
Colleague at Smartfinancials.NetYoungstown, Ohio, United States, United States
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Carri Killian
Colleague at Smartfinancials.NetCharlotte, North Carolina, United States, United States
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Jill Duffy
Colleague at Smartfinancials.NetGlen Burnie, Maryland, United States, United States
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Kayla Burden
Colleague at Smartfinancials.NetLoveland, Ohio, United States, United States
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• Graduated May 2005 • Courses included Partnership Tax, Corporate Tax, Estate and Gift Tax, State and Local Tax, Tax Research
• Graduated May 2004 • Economics Minor (21 credits) & Business Administration Minor
• Graduated May 2001
Quick answers generated from the profile data available on this page.
Phil Boudreau, Cpa, Mst works for SmartFinancials.net.
Phil Boudreau, Cpa, Mst is listed as Tax Director at SmartFinancials.net at SmartFinancials.net.
AeroLeads has found 1 work email signal at @smartfinancials.net for Phil Boudreau, Cpa, Mst at SmartFinancials.net.
Phil Boudreau, Cpa, Mst is based in Cincinnati, Ohio, United States while working with SmartFinancials.net.
Phil Boudreau, Cpa, Mst has worked for Smartfinancials.Net, Sheldon Reder Cpas, Apellis Pharmaceuticals, Panorama Accounting & Bookkeeping Llc, and Jones, Nale & Mattingly Plc.
Phil Boudreau, Cpa, Mst's colleagues at SmartFinancials.net include Casey Kingsland, Paul Matthews, Laurie Fergus, Carri Killian, and Jill Duffy.
You can use AeroLeads to view verified contact signals for Phil Boudreau, Cpa, Mst at SmartFinancials.net, including work email, phone, and LinkedIn data when available.
Phil Boudreau, Cpa, Mst holds Master Of Science (M.S.), Taxation from State University Of New York At Albany.
Phil Boudreau, Cpa, Mst is listed with skills including Accounting, Tax Preparation, Financial Reporting, Quickbooks, Financial Analysis, Tax Research, Cpa, and Income Tax.
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