• Managed preparation of Federal & State tax compliance and maintaining it with both tax strategy reports prepared by tax analysts before delivery to U.S. and Canadian clients as well as all tax returns.• Managed by assisting of maintaining client's accounting records and recommending to clients any appropriate year-end adjustments for compliance with current accounting laws.• Detailed compliance review of client’s company and individual tax returns for identifying tax savings opportunities to be included in tax strategy report.• Managed preparation of tax returns with multi-state requirements and tax returns for S corporations, partnerships, individuals & trust.• Managed response to IRS and all state audit inquires to defend the filed taxes reports.

Who is STA? http://www.sta-na.com/firm/Strategic Tax Advisors, Inc. (“STA”) is a multidisciplinary professional consulting firm focused on providing Strategic Tax Planning to small and medium sized closely-held businesses in the United States and Canada. The firm consists of more than 40 tax attorneys and CPAs providing customized, integrated tax planning .STA’s expertise is tax planning and research, rather than tax return preparation, and STA’s professionals incorporate recent and pending legislative changes, as well as cutting-edge planning techniques, in providing tax planning advice to our clients. STA focuses on closely-held, small to medium size companies, who are generally served only by very small tax preparation firms, few of which have the resources to adequately provide more than generalized tax advice or to stay abreast of continually changing tax laws. Who is ETA? http://entertainment-tax-advisors.com/Entertainment Tax Advisors, LLC is a leading tax planning firm for professional athletes and entertainers and specializes in providing solutions to the unique tax situation facing athletes. Maintaining your edge on the playing field is difficult enough. Please explore our site and learn how ETA’s tax attorneys and CPAs can help you keep more of what you have earned.

• Advise clients on a full spectrum of corporate, S-corporations, partnerships , individual, gifts, and trusts and estate tax services, including planning, research and compliance • Conduct primary and secondary review of complicated or complex tax engagements including corporate, S-corporations, partnerships , individual, gifts, and trusts and estate tax returns.• Assist Partners with new business development, extended service and tax issue recognition for existing clients• Develop, motivate, and train staff level team members• Manage client needs with respect to tax services and federal and multi-state tax compliance• Estate and trust administration, including post-mortem planning as well as estate and trust litigation support, including family settlements.

• Worked closely with the firm’s partners and staff in administration, managing complex projects, tax research, and content and issues review and well a preparing tax returns to reduce the tax rush.• Transitioned the firm’s biggest client to paperless tax returns, bookkeeping and records management by implementing a CCH ProSystem fx Engagement; transferring data from Thompson Reuters CS Professional, We finished the project three years before our targeted completion date.• Worked helping clients through multi-state and international tax matters including tax withholding for Canadian citizens.• Drove tax planning, tax reviews, and creation of partnerships, corporations, and trusts tax returns as well as planning ideas for affordable housing developers and property owners; as well as for market rate real estate companies, commercial real estate developers and construction companies; in addition to medical practices, retail services, insurance agencies, and academics.• Developed how my experience to bring expertise in leading workflow efficiency, eliminating bottlenecks, distinguishing between content and issues reviews, and identifying specific trouble spots. My goal was to produce better returns, smarter staffers, happier clients, and more profit. • Collaborated with team and clientele to deliver personal and timely communication to exceed expectations.

• Experience as building up a 26 year expertise in Trusts , Gifts , Estates , Tax Planning , Tax Compliance , Tax Representation, Family Office Services, Business Transactions and Real Estate Transactions. • Revamped the firm’s operations and delivered significant savings. Shared tax and accounting advice, managed projects, and oversaw over 400 accounting entities that included partnerships, trusts, corporations, foundations, and individuals. • Managed direct reports including a bookkeeper and accountant who prepared financial statements and tax returns as well as trust and estate administration.• Delivered a $3 Million profit by uncovering a 3rd party held asset while reviewing the client’s old financial statements.• Partnered with lawyers to settle a client’s tax issues, bringing to a close to a 20-year old Tax Court Case; at the conclusion of the case, prepared Tax and Accounting schedules, and consolidated 400 entities into 37 partnerships, trusts, foundations, and individuals. • Successfully teamed with the Office Manager to integrate the increased workload, caused by eliminating the bookkeeper and junior accountant positions, into a more efficient office and accounting management system.• Initiated strategic business improvements such as launching the Lacerte Tax program e-filing for Federal and State Tax Returns; in addition to speeding up processing of financial statements for Fair Market Value Basis Quarterly reporting. • Significantly speeded up Tax Return filing to achieve 99% completion by April 15th.

Started in the Chicago office as a Staff Accountant in the Auditing Department, transferred to the Columbus, Ohio office in the Tax Department, progressing on to Senior Tax Manager. 9 years specialist on Private Owned and Emerging Business Group with 6 Offices in Ohio.• My last 4 years at Ernst & Whinny I co-supervised a group of 12 professionals • I performed both technical and detail reviews of the 12 professionals working on Corporations, S Corporations, Partnerships, Individuals and Trust planning and tax compliance. • I represented Company’s & Individuals before the IRS and States on tax exams.• Managed client relationships and served as business advisor to clients• Ran a Quarterly update on current matters for Tax and Accounting updates