Experience

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  Kelly, Dawson & Souter, LLC

  • South Portland, Maine, United States

  • Senior Tax Accountant

    • Jan 2024 - Present
    • South Portland, Maine, United States

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  WELLTRANSIT, LLC

  • Seabrook, New Hampshire, United States

  • CEO/Owner

    • Jul 2015 - Oct 2023
    • Seabrook, New Hampshire, United States

     Founded this non-emergency, medical transportation company in 2015 and have increased revenues by ~50% each year-over-year. Manage the business development, planning, and finance, including budgeting, financial controls, and reporting.  Consistently develop cost effective routes, oversee the vehicle fleet as well as train, supervise, and evaluate 8 staff to ensure safe and quality customer service.

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  Wipfli LLP

  • South Portland, Maine, United States

  • Tax Intern

    • Jan 2019 - Apr 2019
    • South Portland, Maine, United States

     Selected for this competitive internship, at one of the nation’s top 20 accounting and business consulting firms, while completing my MBA. Collaborated with senior CPAs to analyze financial data and prepare cloud-based tax returns for corporations (S and C Corp) and high net-worth individuals. Analyzed data to uncover information and patterns that allowed for further recommendations to the CPAs and also allowed me to pursue efficiencies where applicable.

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  SP+ (SP Plus)

  • Portland, Maine, United States

  • Facilities Manager

    • Apr 2017 - Aug 2018
    • Portland, Maine, United States

     Asked back to manage the Assistant Manager and 4 staff to oversee business development, operations, and revenues of ~$2.4MM. Enhanced my original spreadsheet that now went to the owner and compared our P&L figures to our budgeted and actual amounts. These reports allowed for quick decision making based on our results. Actively approached local businesses to negotiate and secure monthly accounts—the main driver of our annual growth.

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  ASAL Tax Service

  • Tax Preparer

    • Jan 2004 - Apr 2015

     Established my own company to help individuals efficiently file their annual income taxes. My business steadily grew each year driven both by my work and my outreach efforts. I acquired many repeat clients, including those in the immigrant community where I effectively communicated with them to ensure their needs were handled properly and honestly.

  • Income Tax Preparer

    • Jan 2004 - Apr 2015

     Established my own company to help individuals efficiently file their annual income taxes.  My business steadily grew each year driven both by my work and my outreach efforts. I acquired many repeat clients, including those in the immigrant community where I effectively communicated with them to ensure their needs were handled properly and honestly.