CPA

• May 2021 - Present

CPA - Senior Associate

• Sep 2018 - May 2021

•Responsible for preparing and verifying financial documents, analyzing budgets, and planning finances •Responsible for updating Workpaper schedules and adjusting journal entries•Perform duties related to bookkeeping, preparation of taxes, and financial planning•Preparing general-purpose financial statements; including the balance sheet, income statement, and statement of retained earnings•Prepare depreciation and fixed asset schedules to get year end financial statements to preliminary tax stages and quarterly year-end reports•Prepare federal and multi-state tax returns for individuals, corporations, partnerships, and trusts•Perform compilations for organizations and various business entities while applying generally accepted accounting principles and other comprehensive basis of accounting standards.

CPA - Senior Associate

• May 2010 - Sep 2018

•Responsible for preparing and verifying financial documents, analyzing budgets, and planning finances •Provide financial information for individuals to corporations•Responsible for updating work paper schedules and adjusting journal entries for various reconciliations •Aid in the completion of monthly financials as part of client lender requirements for loan purposes•Perform duties related to bookkeeping, preparation of taxes, and financial planning•Maintain and audit company financial records •Identify and investigate variances particularly related to revenues•Oversee accounts payable and receivable•Preparing general-purpose financial statements; including the balance sheet, income statement, statement of retained earnings, and statement of cash flows per GAAP and OCBOA standards. •Prepare depreciation and fixed asset schedules to get year end financial statements to preliminary tax stages and quarterly year-end reports•Prepare federal and multi-state tax returns for high net-worth individuals, medium to large corporations, and partnerships with assets ranging from $ 2 million to $10 million. •Perform compilations for non-profit organizations and various business entities applying generally accepted accounting principles and other comprehensive basis of accounting standards.•Tax research using checkpoint

Audit Intern

• Jan 2008 - Apr 2008

•Audited the financials of low-income housing real estate entities regulated under U.S. Housing and Urban Development (HUD), Illinois Housing and Development Authority (IHDA), and various real estate limited partnerships (for-profit and not-for-profit)•Assisted in creating the financial statements and corresponding footnotes following client audits•Prepared work paper schedules and adjusting journal entries for bank reconciliations, depreciation, amortization, prepaid expenses, accrued real estate taxes, related party fees, and other accrued expenses