Provide personal income taxes to many clients. Provide sales tax and payroll services to small businesses. Business and Tax consulting for small to medium sized businesses. Provide small business accounting.

File (22) State and (200+)Local Withholding tax returns. Fixing issues that are outstanding with State and local taxes. File unemployment returns.

File personal, estate, trust, small business and corporate tax returns. Manage all financial statements and related payroll for small and medium-size business clients. Consult on small business and financial operations to help owners maximize business structure. Consult, create and explain business formation options and related tax implications. Specialize in the clean up of Sales and Use Taxes as well as tax and accounting issues with all levels of government. Managed and oversaw all aspects of Merger and Acquisition [M&A] of second practice.Performed three personal audits and 2 business tax audits during tenure.Pursued and became IRS Enrolled Agent in 2009.

File Federal, State, an Local Tax returns. Fixing issues that are outstanding with all levels of government. Implementing new processes for electronic filing and paying. Working to get Pennsylvania in compliance.

File withholding and unemployment taxes in 45 states. Cleared notices for issues related to state unemployment and withholding tax. Cleaned up IRS tax issues. Worked with testing new software updates for Peoplesoft and MasterTax. -Recovered $3 million (to the bottom line) and claimed an additional $6 million from government entities-Resolved overpayment/underpayment issues related to merger and selling off of businesses-Worked with Six Sigma group (internal) on process creation and controls for payroll tax

Created the business and operating plan. Produced corporate financial statements. Filed Payroll, Sales and Use, and Income Tax returns. Oversaw inventory control and budgeting. Collaborated on the development and creation of formal marketing and recruiting plans with management team. Managed human resource functions for a staff of five including the interviewing and assessment of new hires and employee terminations. Held customer service role to gain front-line knowledge and experience essential to the creation of solid business model.

Managed federal, state, and local income tax filings and quarterly tax payments. Resolved all local and state tax issues for assigned companies. Gathered documentation for completing tax returns and payments for back taxes associated with California and Texas. Performed state and federal-level compliance work.

Processed tax returns for numerous state Sales and Use taxes. Provided guidance to resolve Sales and Use tax issues. Reconciled and processed journal entries necessary for tax accounts. Resolved any tax exemption issues. Addressed federal / state income tax filings. Lead five audits in various stages of completion, saving over $2M in Sales and Use taxes and over $1M through implementation of tax-exempt program cleanup and review process.

Audited government contracts to provide a clear picture of payment and billing history to verify contractors were paid accurately.