Robert Reinert Cpa Email & Phone Number

Coachella Valley, CA

-Provided small business operational improvements, saving clients thousands of dollars, 5%-Prepared tax planning for businesses and Individuals, reducing penalties by thousands of dollars, 10%-Recommended insurance and retirement products for business and individuals, to build wealth, 5%-Presented business financial & payroll reports, improving efficiency.

Palm Springs, CA

-Entered data and produced tax returns for individuals, helping partners satisfy clients’ tax requirements, 60%-Entered and assembled tax returns for Trusts, S-Corporations, and Partnerships, for partner final review, 40%

Indian Wells, CA

-Recommended client investment products, building wealth for them, 50%-Identified client insurance products, for protecting wealth, 20%-Built client Financial Plans, supporting client future cashflow and protection, 15%-Offered clients overall education and Advice, assisting their wealth and protection, 15%

Indio, California

-Satisfying client need through investment products, building wealth for them, 50%-Compared various insurance products to clients, for protecting wealth, 10%-Created client Financial Plans, representing client future cashflow and protection, 20%-Offered clients overall education and Advice, managing their wealth and protection, 20%

Ashburn, VA 20147

-Acted as CFO for client monthly, quarterly and annual financial reports 10%-Managed businesses’ payroll, improving efficiency and reducing penalties, 5%-Processed tax returns for Individuals 35%-Prepared tax returns for Trusts, S-Corporations, and Partnerships, saving clients thousands of dollars, 50%

Irving, Texas

Helping clients with investing for retirement, college savings, company pension plans and rollovers to self directed IRAs, Life, Accident, Health, and variable annuity contracts for wealth management and protection.

Vienna, VA

-Provided financial reporting, to aid in management’s operational decisions, 55%-Monitored tax compliance, to avoid business penalties and interest, 15%-Analyzed internal controls, to prevent loss of company assets, 5%-Supported annual audits, to meet management’s requirements, 25%

Reston, VA

Robert was a Quality Assurance Tester of tax software for various IRS tax forms related to Passive activity transactions and related depreciation calculations vital to the production of accurate software for the company. Review, interpretation for corrections and fixes.

Washington, DC

-Responsible for financial reporting, to aid in management’s operational decisions, 70%-Monitored tax compliance, to avoid business penalties and interest, 20%-Secured internal controls, to prevent loss of company assets, 5%-Managed annual audits, to meet management’s requirements, 5%

Dulles, VA

-Developed Pro-Forma Rate Schedules 35%-Compared rate structures of various telecommunications companies 15%-Organized documentation for higher rates as an expert witness in North Carolina and New York, 50%

Washington, DC

-Produced tax returns for individuals, trusts, corporations and 75% -Designed client Analysis Schedules for tax preparation and financial reporting 5%-Assisted on Several client Annual Audits 20%

Cleveland, OH

-Analyzed and presented reports for the costs of providing checking, lockbox and repossession services 80%-Reported to the Chief Accounting Officer and Controller 20%

Bachelor Of Arts (B.A.), Accounting And Finance

Activities and Societies: MusicStudied to be a CPA and pass the CPA exam. Received a BA in Accounting & Finance.

Accounting Major And A Music Minor, Bachelor'S Program

Activities and Societies: AccountingI studied Accounting and business.

Bachelor'S Degree, Architecture

Activities and Societies: ArchitectureI studied Architectural engineering.