Robert Whitehurst, Cpa Email and Phone Number
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Robert Whitehurst, Cpa personal email
Robert L. Whitehurst CPA is the latest Partner to join Ascent | CPA. Robert has a broad public accounting background that enables him to provide a holistic tax consulting approach for start-up to established large businesses. Robert has a strong technical background in multi-state corporate and partnership taxation. Robert provides tax and consulting services to many industries, including, but not limited to, professional & financial services, investments, real estate, construction, technology, manufacturing and distribution.Robert began his accounting career at GE Capital where he served for 5 years and then transitioned to public accounting in 2005 where he worked with several of Atlanta's most respected regional public accounting Firms.In addition to Robert's broad business background, he has experience in high net-worth personal and international tax compliance as well as the corresponding state returns. He also leverages his strong knowledge of Federal and State tax credits as part of his comprehensive personal and business tax advisory services.Robert has extensive experience working with section 501(c) organizations. He has developed significant expertise in assisting nonprofit organizations navigate their way through the complex world of tax-exempt entity rules and regulations, reporting requirements, unrelated business income minimization and governance issues.Robert believes providing excellent client service is paramount. He actively works with clients to help them meet their goals through timely and accurate return preparation as well as serving as a trusted independent tax advisor for tax planning. Robert is known for his creative tax planning, full service tax compliance, consulting, and structuring.
Ascent | Cpa Group > Cpas & Trusted Advisors.
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PartnerAscent | Cpa Group > Cpas & Trusted Advisors. Jun 2018 - PresentAtlanta, Ga, Us
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Tax Manager- Partnerships, Corporations & High Net-Worth Personal TaxationBrady Ware & Company Jun 2016 - May 2018Miamisburg, Ohio, UsBRADYWARE & COMPANY Alpharetta, GA June 2016 – PresentTax Manager- Partnerships, Corporations, and High Net-Worth Personal Taxation• Conducted reviews of complex multi-state Partnership, S Corporation, C Corporation, Consolidations and high net worth personal tax returns in a high-volume, time sensitive and client-focused work environment.- Prepared book ups under 704b and 704c allocation, Section 754 step-ups, waterfalls and target allocations.- Researched tax related issues pertaining to compliance, filing requirements and planning opportunities.- Reviewed and prepared income tax extensions, estimate calculations, and tax provisions.- Managed client relationships and filing deadlines for multiple engagements and assigned tax projects to tax team.- Trained and mentored staff with a focus on developing career goals and technical tax skills.- Responsible for building new business growth while maintaining existing client billable growth, over several hundred thousand dollars in billable revenue under management.- Reviewed and prepared responses to cure and/or abate assessments from the IRS and State. - Reviewed and prepared international tax compliance, including but not limited to, Form 5471, Form 5472, Form 2555, Form 926, Form 8938, Form 1116, FinCEN 114, Sec 163J, and Sec 965. -
Senior Tax Manager- Real Estate And International TaxationAgh, Llc Jun 2015 - Jun 2016Atlanta, Ga, Us• Conducted reviews of complex Partnership, S Corporation, C Corporation and high net worth personal tax returns.- Prepared book ups under 704b and 704c allocation, Section 754 step-ups, waterfalls and target allocations.- Researched tax related issues pertaining to compliance, filing requirements and planning opportunities.- Reviewed and prepared income tax extensions, estimate calculations, and tax provisions.- Managed client relationships and filing deadlines for multiple engagements, and assigned tax projects to tax team.- Trained and mentored staff with a focus on developing career goals and technical tax skills.- Assisted with the implementation of tax automation and efficiency processes to facilitate the conversion to a paperless Firm. -
Tax DirectorAgl | Ascent Group > Cpas & Trusted Advisors. Sep 2012 - Jun 2015Atlanta, Ga, Us• Provided full-service tax solutions to multi-state corporations and partnerships as well as high net worth individuals.- Developed detailed tax projections, consulted with clients on state and federal tax credits, estate/trust/gift planning and tax mitigation strategies; work directly with IRS/State to resolve client tax notices and audits.- Reviewed and final issued tax returns including, but not limited to, the following industries: construction, manufacturing, hedge funds, investment banks, mortgage, real estate, retail, non-profit and technology.• Established and managed a new tax department, increased revenue from $0 to $1M in 3 years; approximately 600 clients under management.- Created and implemented detailed tax policies and standardized procedures with a paperless focus to improve efficiency of tax return preparation, review, billing, and client communications. - Managed staff with a focus on staff education, leadership, development and empowerment. - Managed client relationships, client acquisition and retention with an emphasis on high level of service. - Prepared and monitored monthly billing budgets to ensure billable targets were met for management and staff.
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Tax Lead, South East RegionCapin Crouse Llp Sep 2009 - Sep 2012Indianapolis, In, Us- Managed over 300+ tax returns per year. Set return fees, performed technical review, corresponded with clients, and approved returns prior to final issuance.- Billed over 6,000 hours in tax-exempt tax return preparation (Form 990) since 2008. Developed processes and became firm expert in small-employer health care credit return (Form 8941) preparation.- Prepared individual, corporate, and trust returns in a high volume, time-sensitive environment. Provided tax projections and corresponded with federal and state tax authorities to resolve tax issues. -
Audit SeniorCapin Crouse Llp Sep 2008 - Sep 2009Indianapolis, In, Us- Led all phases of audit for Not-for-Profit with over $11M in assets and revenues. including planning (risk assessment, COSO framework, materiality thresholds and performed analytics of financial statements and ratios), fieldwork (inventory count, walkthroughs, control testing), workpaper, and financial statement preparation.- Prepared all components of audited and compiled financial statements, ensuring compliance with GAAP and OCBOA, respectively, as well as analytical review and disclosures of said financial statements for propriety.
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Staff AuditorBerger, Toombs, Elam, Gaines & Frank Cpas Oct 2007 - Aug 2008- Assisted partner(s) with audits of Not-For-Profit in all phases of planning, fieldwork, workpaper, and financial statement preparation.- Prepared all components of audited and compiled financial statements, ensuring compliance with GAAP and OCBOA, respectively, as well as analytical review and disclosures of said financial statements for propriety.- Assisted partner(s) with audits of Governmental Organizations in all phases of fieldwork, workpaper, and Government-wide financial statement preparation. - Prepared individual, corporate, and tax-exempt tax returns, tax projections, and correspondence to the tax authorities.
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Staff AccountantO'Haire, Kmetz, Nuttall, Elwell, & Co. Cpas Oct 2005 - Oct 2007- Proficient in the preparation of individual, corporate, and tax-exempt tax returns, and other tax forms and related schedules in a high volume, time sensitive environment.- Evaluated client data and created tax projections and estimated payment strategies to reduce the likelihood of overpayment and/or to ensure the client is protected from penalties and interest. - Assisted partner(s) with daily client management, including communication with clients and tax authorities.- Proficient in the monthly management of multiple clients, establishing trial balances, grouping schedules, preparation of compiled financial statements, bank reconciliations, data entry of checks, printing and coding of checks, creation of invoices, sales and use tax returns, and preparation of federal and state payroll and unemployment returns.- Conducted tax research on individual taxation and C and S status corporations to identify tax code changes and strategies to maximize tax savings opportunities. - Prepared workpapers, completed PPC programs, and financial statements for audits of Not-For-Profit Organizations.
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Assistant Billing ManagerGe Capital Jun 2000 - Oct 2005Norwalk, Ct, Us- Managed team of 8-10 associates, identifying team strengths and weaknesses and providing feedback on opportunities for individual and team improvement.- Evaluated adjustments to revenue, identified and documented opportunities for improvement, and provided feedback on resolution.
Robert Whitehurst, Cpa Skills
Robert Whitehurst, Cpa Education Details
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Emory UniversitySociology -
University Of South FloridaAccounting
Frequently Asked Questions about Robert Whitehurst, Cpa
What company does Robert Whitehurst, Cpa work for?
Robert Whitehurst, Cpa works for Ascent | Cpa Group > Cpas & Trusted Advisors.
What is Robert Whitehurst, Cpa's role at the current company?
Robert Whitehurst, Cpa's current role is Partner at Ascent | CPA Group > CPAs & Trusted Advisors..
What is Robert Whitehurst, Cpa's email address?
Robert Whitehurst, Cpa's email address is ro****@****ail.com
What schools did Robert Whitehurst, Cpa attend?
Robert Whitehurst, Cpa attended Emory University, University Of South Florida.
What skills is Robert Whitehurst, Cpa known for?
Robert Whitehurst, Cpa has skills like Tax Returns, Tax Research, Tax Preparation, Tax, Payroll, Management, Gaap, Financial Statements, Bank Reconciliation, Auditing, Accounting, Financial Accounting.
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