Experience

Tax & Beyond

• United States
• Accounting
• 1 - 100 Employee

• Tax Advisor

  • Nov 2020 - Present

  Not only do we do Taxes we can also help your business with Accounting and Bookkeeping, Wealth Management, Tax planning, QuickBooks Consulting, Payroll and Sales Tax, Forensic Accounting, Business Valuations, Payroll Processing, Compilations, Reviews and Audits, Outsourced Accounting Services, Property Management Accounting, IRS and IDOR Taxpayer Representation, Back Office/Temp Placements, Bankruptcy/Litigation Support, Pension and Retirement Planning and Succession and Estate Planning.



Coldwell Banker Realty

• United States
• Real Estate
• 700 & Above Employee

• Escrow Processor

  • Dec 2016 - Present

  Specific DutiesDepositing and posting of earnest money (checks and incoming wires)Disbursements for closings (checks and outgoing wires)Closing escrow ledger cards on accounts with a zero balanceStop payments and voidsVerify wire instructions with Title Companies and AttorneysHelp others on the team; cross train as neededSpecial projects with supervisor as assignedSystems used: NRT Escrow System, Outlook, Word, Excel, Homebase, Trident, SunTrust Treasury Management, SunTrust Check Deposit, SunTrust online Courier, WF CEO, BMO, Citizens Bank, Bank of America.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Senior Tax Analyst - Instructor

  • Nov 2011 - Nov 2020

  Helping clients in receiving the most from their tax returns.Teach basic tax class to new tax professionals



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Operations Accountant

  • Sep 2002 - Dec 2015

  Disposition (end of term) Leases ($1, FMV, Operating, Mature)Back up for A/R (Cash Management) and A/P departments (see below)Maintain the upgrade/termination report, unapplied cash on terminated leases report - Refund any overpayments back to customers and or vendors_____________________________________________Maintain Deposit Log Deposit Checks to BankPost Cash, Reapply Money on AcctsCEO to set up ACH Pmts to VendorsVolume Log SpreadsheetWaivers/Move Payments for Collections/Customer ServiceManage Unapplied Cash Report weeklyAudit/Fund/Book New LeasesGenerate InvoicesPost Advance Payment ChecksSet up Upfront TaxesSystems used: Info Lease, Artiva, Rapport, iTrax, Lease Plus, Lease Sales Manager, Great Plains, CEO, Powerpoint, Microsoft Word and ExcelCIF Compliance - on all deals funded daily