Experience

CMM Financial

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Specialist

  • Mar 2021 - Present

  **Preparation of personal (Form 1040 and all schedules) and business (Forms 1065, 1120, 1120-S, 990, etc.). **Accurately preparing and filing federal and state tax returns in a timely manner. **Developing tax strategies to assist clients in being tax-compliant. **Ability to perform tax-planning and recommend estimated tax payments. **Identifying tax problems and developing solutions. **Completing responses and schedules in preparation for income tax audits. **Monitoring developments in tax legislation. **Reviewing tax returns. **Informing management and staff of developments in tax legislation. **Working with members of the tax team to ensure that tax returns are completed correctly. **Building and maintaining relationships with clients.



Morrison Tax & Accounting

• United States
• Accounting
• 1 - 100 Employee

• Managing Director

  • Jan 2006 - Present

  • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. • Review tax returns prepared by junior staff. • Prepare written responses to IRS and state correspondence examinations. • Prepare financial statements and analyze financial trends for small business clients. • Provide bookkeeping services including accounts payable and accounts receivable. • Prepare monthly sales and use tax returns. • Provide payroll services including monthly and quarterly federal and state withholding tax returns, SUTA and FUTA compliance. • Provide business consulting, website development, marketing and other services for our small business clients. • Manage staff of four part-time employees. • Teach tax and accounting courses to staff as needed. Key Accomplishments:  Created and published multiple page business websites for clients and the firm.  Opened 5 workstation, 800 square feet office on less than $2,000 including computers and software.  Researched, purchased and implemented cloud accounting, bookkeeping, and payroll system.



Genzada Pharmaceuticals, LLC

• Sterling, Kansas

• Director of Accounting, Accountant II

  • Nov 2016 - Dec 2017

  • Is responsible to ensure that credit risk is balanced with business objectives, targets are met and that only valid claims with proper management authorization are paid. • Oversees the general accounting function, which includes inter-company accounting, cash management/reconciliation, financial reporting, balance sheet management (excluding inventory related items) and royalty management. • Accountable for ensuring that policies and procedures (internal controls) are in place to provide reasonable assurance that the company assets are protected. • Ensures that company financial records, under responsibility, are maintained in compliance with company policies and US GAAP. • Responsible for reviewing monthly/quarterly account reconciliations and other documents to ensure this compliance. • Supervises the completion of Federal and State tax reporting requirements (including income, property, sales and use, payroll and other local taxes), insurance reports and other reports required by government regulation. • Coordinates work relating to both internal and external audits in the periodic review of the company financial records. Is further responsible for the implementation of agreed upon recommendations, related to areas of responsibility, resulting from the audit findings • Ensures that the accounting department is staffed with qualified financial personnel capable of meeting the objectives and responsibilities, noted above. Responsible for continued development of these associates. • Will have direct management responsibility of the following: General Accountants , Credit Manager & Accounts Payable/Billing Supervisor



LOHREY & ASSOCIATES, PLLC

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jul 2013 - Oct 2016

  • Prepare Forms 1040, 1065, 1120, 1120S and related schedules. • Prepare Forms 1096 and 1099-MISC, 1099-INT, 1099-DIV. • Prepare written responses to IRS and state correspondence examinations. • Prepare Forms 1040, 1065, 1120, 1120S and related schedules. • Prepare Forms 1096 and 1099-MISC, 1099-INT, 1099-DIV. • Prepare written responses to IRS and state correspondence examinations.



Sooner Tax Service, Inc.

• Tulsa, Oklahoma Area

• Tax Accountant

  • Feb 2010 - May 2013

  • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. • Review tax returns prepared by junior staff. • Prepare written responses to IRS and state correspondence examinations. • Created and published multiple page business website for the firm. • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. • Review tax returns prepared by junior staff. • Prepare written responses to IRS and state correspondence examinations. • Created and published multiple page business website for the firm.



Kay Silver Accounting

• Tulsa, Oklahoma Area

• Sr. Accountant

  • Feb 2010 - May 2013

  • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. . • Enter and code revenue and expenses for multiple small businesses. • Assist in preparation of quarterly federal and state withholding tax returns, SUTA and FUTA compliance. • Reconcile bank accounts and prepare journal entries for multiple small businesses. • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. . • Enter and code revenue and expenses for multiple small businesses. • Assist in preparation of quarterly federal and state withholding tax returns, SUTA and FUTA compliance. • Reconcile bank accounts and prepare journal entries for multiple small businesses.



American Airlines (Solomon Edwards Group)

• Tulsa, Oklahoma Area

• Sr. Accounting Consultant

  • Oct 2012 - Mar 2013

  • Researched and reconciled vendor claims to company records, documenting differences for bankruptcy attorneys. • Researched and notated batch discrepancy reports. Key Accomplishment:  Documented third party hotel claims process for other consultants to follow. • Researched and reconciled vendor claims to company records, documenting differences for bankruptcy attorneys. • Researched and notated batch discrepancy reports. Key Accomplishment:  Documented third party hotel claims process for other consultants to follow.



Union AFJROTC Booster Club

• President

  • Jul 2010 - Jun 2012

  Create agenda for monthly meetings.Facilitate monthly board meeting.Facilitate monthly membership meeting.Oversight of concessions, volunteer coordinator, etc.Oversight of hospitality room for Union Drill Meet and Extreme Endurance Challenge.Oversight of 1st Annual AFJROTC Charity Golf TournamentApplied for permits, obtained insurance, and helped coordinate events surrounding presentation of the Moving Vietnam Wall during Fall 2011.Volunteer wherever needed.

• Vice President

  • Jul 2009 - Jun 2010

  Facilitate meetings in the President's absence.Attend monthly board meetings.Attend monthly membership meetings.Volunteer wherever needed.



Ramsey Industries (Inceed)

• Tulsa, Oklahoma Area

• Sr. Accounting Consultant

  • Jan 2010 - Feb 2011

  • Prepare financial statements and analyze financial trends with Controller and CFO. • Prepare journal entries for various costing adjustments, expense reclassifications and amortization, as well as numerous accruals. • Compile financial information and prepare Monthly Operating Reports for the bankruptcy court. • Perform bank account reconciliations for multiple cash accounts. • Perform balance sheet account reconciliations for multiple inventory, accrual, and suspense accounts. Key Accomplishments:  Development of policies and procedures to ensure proper GAAP accounting during bankruptcy proceedings.  Completed 12 months of prior year bank reconciliations for six different accounts within two weeks and implemented a checklist to keep them current.  Helped to develop and implement a ten-day closing schedule throughout bankruptcy. Average month-end close prior to consulting ran 30 to 45 days.  Compiled a list of past due tax obligations including sales and use tax, payroll taxes, etc. and worked with taxing authorities in approximately 15-20 states to get Ramsey back into tax compliance.



SemMaterials

• Oil and Gas
• 1 - 100 Employee

• Accounting Supervisor

  • Jun 2005 - Jul 2009

  I was promoted twice during my tenure at SemMaterials: from Accountant to Senior Accountant and then to Accounting Supervisor. • Prepare financial statements, financial trends, and management reports. Compile financial information and journal entries for internal and external audit. • Perform tie-out of the subledger GL Interface and upload. Prepare journal entries in both the subledger and general ledger for various costing adjustments, expense reclassifications and amortization, as well as numerous accruals. • Prepare balance sheet account reconciliations for multiple inventory, accrual, and suspense accounts. • Monitor and reconcile inventory and analyze statement of earnings for up to 19 asphalt plants in 8 different states with annual sales in excess of $200 million. • Monitor and reconcile inventory exchanges with exchange partners. Monitor and reconcile third party storage agreements. • Compile and report purchasing and production information for various state agencies and the U.S. Census Bureau. • Developed training materials and led training classes for new inventory accountants. Key Accomplishments:  Extensive field work with plant personnel to identify and correct inventory variance issues.  Implementation of RightAngle inventory system.  Maintained normal closing schedule throughout bankruptcy.  Key member of Financial Reporting team with no audit adjustments for three consecutive years.



Clark Theater Recreation Board

• Secretary

  • 2006 - 2009

  Record minutes of monthly board meetings. Coordinate volunteers for concessions and back stage during theater productions. Record minutes of monthly board meetings. Coordinate volunteers for concessions and back stage during theater productions.



H & R Block, Inc.

• Wichita, Kansas Area

• Area Manager

  • Dec 2002 - May 2005

  During my time with H & R Block, I was promoted from Tax Associate to Office Manager, and then to Area Manager. During this time I performed the following job duties: • Managed, motivated and scheduled staff for three offices, approximately 30 direct reports. • Recruited, interviewed and hired personnel. Reviewed, coached, and disciplined/rewarded personnel as needed. • Conducted SWOT analysis with staff and developed strategic plan for each tax office. • Developed and implemented marketing strategies for three offices in diverse economic locations. • Ensured quality customer service through tax associate monitoring and follow-up interviews with clients. • Taught basic and advanced tax courses. • Prepared complex individual income tax forms including pastoral returns, self-employed individuals, farm and day traders, among others. • Reviewed and responded to various IRS and state tax notices for individuals and businesses. Key Accomplishments:  The only tax school instructor to achieve a 100% pass rate among students who completed the basic course.  Extensive neighborhood marketing of tax services to a variety of clients.  Developed and implemented employee training and incentive programs for the entire district.



Keller & Miller, CPA's, LLP

• Garden City, Kansas

• Staff Accountant

  • Dec 2002 - Mar 2003

  • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. . • Enter and code revenue and expenses for multiple small businesses. • Assist in preparation of quarterly federal and state withholding tax returns, SUTA and FUTA compliance. • Reconcile bank accounts and prepare journal entries for multiple small businesses. • Prepare Forms 1040, 1041, 1065, 1120, 1120S, 990, 990-EZ, 706, 709 and related schedules. . • Enter and code revenue and expenses for multiple small businesses. • Assist in preparation of quarterly federal and state withholding tax returns, SUTA and FUTA compliance. • Reconcile bank accounts and prepare journal entries for multiple small businesses.



Oil Producers Inc. of Kansas

• Wichita, Kansas Area

• Accounting Assistant (Internship)

  • Aug 2002 - Dec 2002

  Monthly Account Reconciliations. Individual and Partnership Tax Returns Industry Specific State Filings Monthly Account Reconciliations. Individual and Partnership Tax Returns Industry Specific State Filings



Cropp, McFarren & Reid

• Paraprofessional

  • Jan 2000 - Jul 2001

  • Preparation of individual, corporate, partnership, estate, and gift tax returns. Preparation of payroll and payroll tax forms. • Preparation of sales tax and property tax returns. Researched multiple tax questions via paper and electronic media. • Completed monthly write-up for several clients. Prepared individual, corporate, and partnership tax returns. • Reviewed client general ledgers for items requiring reclassification. • Assisted in preparation of client financial statements and audit workpapers. • Tested several types of accounting software and wrote up recommendations for the partners’ review. • Completed monthly bank reconciliation and other responsibilities as needed. • Researched multiple tax questions via paper and electronic media.