Direct management of Client accounts and staff. Relevant areas of expertise include:- Taxation of individuals and business entities including farming, real estate, oil & gas, manufacturing, small business/startup. Proficient in tax planning & projections for businesses and high net worth individuals including multi-state issues.- Small business and governmental entity attestation engagements including audits, reviews, compilations and agreed upon procedure engagements.- Sarbanes-Oxley internal control monitoring including the design, implementation and documentation of internal control procedures.- Bookkeeping services including monthly accounting, payroll and sales tax return preparation. Proficient in QuickBooks and Peachtree. QuickBooks ProAdvisor.- Forensic accounting, including records investigation and litigation support.Specialties: taxation, attestation, financial planning
Listed skills include Tax, Strategic Financial Planning, Accounting, Gaap, and 17 others.