Partnering with 3 other former colleagues of mine is a dream come true. Surrounded by a team of individuals who are dedicated to their clients as well as to each other makes all the difference. I feel confident we have to tools, resources and team to make an impact and a difference for our clients as they navigate their business and financial growth as well as complicated tax regulations and compliance.
Accounting firm specializing in accounting services, tax planning, and preparation, and business counseling.
Aug 2018 – Jun 2020
Aug 2013 – Aug 2018
- Perform research & planning for various tax issues, including analysis of new tax laws & proposed legislation, to ensure compliance with government regulations
- Write and review technical memorandums to document research findings and inform internal management, as well as external clients, regarding changes in tax law
- Review complex federal corporate (C and S) tax returns, multi-state tax returns, Estate/Trust and Gift returns, individual and partnership tax returns.
- Consult on and review multi state issues regarding non-income tax such as personal property returns, sales tax, etc.
- Review foreign/international tax schedules
- Consult and provide estimated tax payments for individuals and corporations
- Correspond with IRS through tax notice response and IRS audit research and analysis to ensure compliance with government regulations
Aug 2010 – Jul 2013
Jan 2009 – Aug 2010
Jun 2006 – Jan 2009