Stephen York Email & Phone Number

Sarasota, Fl, Us

Washington, District Of Columbia, Us

Tax matters Audit large corporations in various industriesPrepare audit plan, process, and conclusions (similar to financial audits)Involved in all areas of tax - federal and international

Palmetto, Fl, Us

Tax consulting for corporations and individualsFAS 109 and FIN 48 preparation and reviewDetermine effective tax rateTax accounting projectsTax compliance work - primarily tax preparation for federal and state income tax returns - and - for multi-state sales tax reportsCash control projects - bank reconciliationsRollover of fixed assets and related depreciationMonthly calculation of salesmen's commissionsPreparation of monthly closing entries - adjusting journal entriesAnaylsis of balance sheet and income statement accountsReview of SEC 10-Q and 10-K

• Prepare detailed cash reconciliations.• Evaluate proper internal controls in handling cash.• Prepare monthly adjusting journal entries for balance sheet and income statement accounts.• Record daily transaction entries in various accounting software applications.• Prepare adjusted trial balances, worksheets, and financial statements.• Prepare and review tax accounting worksheets supporting FAS 109 and FIN 48.• Prepare, review, and file consolidated corporate Federal, State, and Local returns.• Prepare multi-state sales tax returns.• Research sales tax issues such as nexus and taxability for various states.• Prepare responses to Federal, State, and Local tax notices.

• Treasury management including cash reconciliations, cash worksheets, cash projections.• Prepare and review monthly financial statements.• Consult and review insurance matters concerning property, liability and loss of income.• Unannounced audits on controller’s daily transactions for accuracy and internal control.• Periodic meetings with legal counsel regarding contracts and personnel issues.• Meetings with external CPA firms to review financial statements and tax returns.• Supervise ten accountants over various subsidiary companies.• Meet and discuss the financial statements with management.• Prepare, review and file corporate Federal, State, and Local tax returns.• Research and implement appropriate procedures and tax laws for various companies.• Tax projections and planning to reduce corporate effective tax rate.

• Research and organize Registered Investment Advisory (RIA) department.• Prepare extensive cash projection for RIA.• Prepare, review and file corporate Federal, State and Local tax returns.• Prepare tax research for individuals, businesses and estates.• Prepare and present estate tax planning for individuals.• Prepare and file estate and trust tax returns for individuals.• Research and respond to Federal and State tax notices.

Middle River, Maryland, Us

• Supervise five accountants.• Prepare and review daily transactional activities.• Prepare, review and analyze financial statements of corporation.• Prepare cash reconciliation and extensive cash flow reports.• Prepare franchisee royalties due to corporation using Paradox software.• Analyze and audit franchisee sales.• Collect additional franchisee royalties.• Prepare, review and file corporate Federal, State and Local tax returns.• Annual budget for five departments.• Meetings to present variances on budget and responses by department.• Tax planning to reduce corporate effective tax rate.

Bachelor Of Science (B.S.), Accounting

Bachelor Of Science (Bs), Business Administration With Concentration In Accounting