CPA with more than 18 years’ experience and expertise in tax planning, preparation, regulations and government compliance. Expert in Offer in Compromise with IRS and represent clients in government income tax audit. Experience in Audit, Review and Compilation. Detail oriented and analytical thinker with solid technical skills and extensive experience providing accounting and tax consultation and solutions to individuals, partnerships, corporations, non-profit, and government contractors. Solid knowledge of SOX reporting, Yellow book and US GAAP.
Successful building relationships that lead to new business, client loyalty, and top performance.
Tax Research and Planning
Tax, Accounting, & Payroll for Small Businesses
Financial Analysis & Cost/Benefit Analysis
Monthly & Yearly Financial Close Support
Cost Accounting & General Ledger
Accounts Payable & Accounts Receivable
Budgeting & Profit & Loss Analysis
Internal Controls & Documentation
Financial Statements & Balance Sheets
Audit, Review & Compilation
• Expert in preparing Partnership (1065), Non-profit (990) and Corporate tax (1120, 1120S), M1 reconciliation, Fiduciary, Estate & Trust (1041), and FAS 109 accounting.
• Proficient in filing all federal, state, and local income, property, sales and use tax returns, and state registrations.
• Knowledgeable in tax planning, research, and analysis, and all federal, state and local tax audits.
• Experience providing full-cycle payroll support and preparing 941, 940, W2, W3, 1099, and 1096.