Experience

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  Clunn Tygart & Co

  • Broken Arrow, Oklahoma, United States

  • Tax Staff

    • Jun 2021 - Present
    • Broken Arrow, Oklahoma, United States

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  C. G. Olsen, PC

  • Tulsa, Oklahoma, United States

  • Tax Senior

    • Feb 2021 - Jun 2021
    • Tulsa, Oklahoma, United States

    Responsible for income tax and sales tax research for special projects. Review tax returns with special situations. (Seasonal and part-time through Addison Group)

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  Connally & Associates, P.C.

  • Tulsa, OK

  • Tax Senior

    • Feb 2011 - Oct 2020
    • Tulsa, OK

    • Responsible for income tax preparation in Lacerte for individuals, trusts, corporations, "S" corporations, and partnerships. Also prepare returns for gift tax, estate tax, business personal property tax, franchise tax and other annual reports as needed.• Prepare depreciation and other book to tax adjusting journal entries as required for tax preparation. Deliver adjusting journal entries to clients either by QuickBooks Accountants Change file or by list to manually record on client books. • Prepare estimated income each quarter for some individual and business clients to determine extension payments and estimated tax payments as required.• Research through RIA Checkpoint or general internet search as needed when preparing tax returns, answering client questions, responding to IRS or state notices, requesting abatement of penalties and other projects as requested by clients.• Direct communication with clients, federal, state and county tax authorities as needed.

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  Jeffrey J. Burns CPA

  • Tulsa, OK

  • Staff CPA

    • Feb 2010 - Jan 2011
    • Tulsa, OK

    • Responsible for income tax preparation in Lacerte for individuals, trusts, corporations, "S" corporations, partnerships and nonprofit entities, including depreciation and other book to tax adjustments and adjusting entries for the client to record on their books. Prepare spreadsheets for clients with multiple state taxable incomes to decide which state returns need to be filed for the client.• Prepare new estimated income each quarter for many individual and business clients to determine extension payments and estimated tax payments which need to be made. Keeping track of what estimate payments have been made as well as refunds carried over from previous years.• Also preparing and filing Franchise taxes and other annual reports as needed.• Address IRS and states notices received by clients.

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  Horizon Certified Public Accountants & Consultants PLC

  • Tulsa, OK

  • Tax Senior

    • Dec 2008 - Feb 2010
    • Tulsa, OK

    • Responsible for income tax preparation for individuals, corporations, "S" corporations, partnerships and nonprofit entities, including depreciation and other book to tax adjustments. Also responsible for preparing estimated tax payments for clients and adjusting entries for the client to record on their books. Also reviewed some tax returns prepared by co-workers. Address IRS notices clients receive on all these forms.• Completed QuickBooks 2008 ProAdvisor certification. Assist clients with QuickBooks questions, including QuickBooks online and payroll. Responsible for some tax based compilations for various types of clients using QuickBooks. Worked with Accountant's copy of QuickBooks and returned Accountant's Changes files to clients. • Prepare and review forms W-2, W-3, 1099-Misc., 1096, 941, 940. Also deal with IRS notices to clients on these tax forms.• Worked in a "paperless" office using .pdf files stored on a computer server in a Windows 2000 network environment.

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  CK Ventures Inc

  • Muskogee, OK

  • Controller

    • Nov 2001 - Jul 2008
    • Muskogee, OK

    • Responsible for all accounting functions of multi-state “S” corporation, including daily preparation and entry of journal entries, accounts payable invoices and payments, and bi-weekly preparation of payroll for up to 500 employees located in four states for this franchisee of Jackson-Hewitt Tax Service offices.• Monthly preparation of financial statements, including bank reconciliations, depreciation schedules, loan amortizations and miscellaneous other functions as required using BusinessWorks Gold, Excel, and Asset Keeper software. • Preparation of Cash Flow projections and budgets by 7 regional areas for management and banking purposes, using the BusinessWorks database in Excel. • Responsible for preparation of S corporate tax return, LLC partnership tax return, and the personal tax return of the owners. Responsible for preparation of franchise tax, payroll tax, and business personal property tax returns. Proficient in tax planning and research.

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  Bethany D Bowline CPA

  • Muskogee, OK

  • Staff Accountant and CPA

    • Nov 1998 - Nov 2001
    • Muskogee, OK

    • Monthly preparation of financial statements for various clients, including bank reconciliations, depreciation schedules, payroll, loan amortizations and miscellaneous other functions as required for various local businesses using MAS90 software. Assisting clients with various accounting software including MAS90, BusinessWorks and Quickbooks Pro. • Consulting with clients on personal and business planning with regard to various business entities, taxes, cash flow, computers, software or other needs as requested. Setting up new corporations or other business entities and registering them with the appropriate governmental taxing agencies.• Responsible for preparation of tax returns for individuals, corporations, nonprofits, estates and benefit plans using CCH Prosystem FX and TAASC software. Also responsible for electronic filing of individual tax returns using CCH software. Proficient in tax planning and research with the aid of CCH and PPC research software.• Proficient in MAS90 accounting software, Windows 98, Microsoft Office 97 including Excel, Word and Outlook in a network environment.

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  Greenleaf Nursery Company

  • Park Hill, OK

  • Accounting Manager, Payroll and Benefits Administrator

    • Jan 1993 - Aug 1998
    • Park Hill, OK

    • Responsible for communication and administration of IRS Section 125 employee benefit plan including annual open enrollment and monthly enrollment for newly eligible employees. Also responsible for payment of company and employee premiums for employee benefit plan. Monthly transmission of 401k detail file of deductions to record keeping company. Helping employees with benefit problems, claims and questions. • Supervise weekly payroll for 1000 employees in multiple state locations. Pay confidential salary employee by ACH direct deposit. Responsible for federal and multiple state payroll tax preparation and payment. Responsible for payroll and human resources software set up and maintenance of Lawson Software on the IBM AS400 computer. • Responsible for fixed assets inventory and depreciation schedules using BNA fixed asset software for multiple state locations.• Preparation and filing IFTA tax returns for company owned semi-tractors pulling company trailers and traveling between states to deliver company grown product to retailers

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  Coburn Optical Industries

  • Muskogee, OK

  • Cost Accountant

    • Jul 1990 - Aug 1992
    • Muskogee, OK

    • Responsible for preparation and distribution of daily sales report, daily reconciliation of direct labor time cards, releasing accounts payable invoices to be paid, accounting for disposition of purchase returns and preparing month end journal entries.

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  Whitetail, Inc.

  • Oklahoma City, OK

  • Accounting Manager

    • May 1989 - May 1990
    • Oklahoma City, OK

    • Responsible for accounting department operations for small public entity, monthly journal entries and operating statements, semi-monthly payroll, filing payroll and sales tax reports, preparing reports for auditors and supervising accounts receivable/payable clerk all on multi-user personal computer accounting system, and conversion to ACT 1 accounting software.

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  BTI Systems Inc.

  • Oklahoma City, OK

  • Temporary Financial Accountant

    • Jun 1988 - May 1989
    • Oklahoma City, OK

    • Responsible for preparation of monthly operating statements, forecasts, budgets for manufacturing cost centers and conversion of financial statements and general ledger to Manfact software on the Prime mainframe computer. (through Express Temporaries)

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  The Oklahoma Publishing Company, Inc.

  • Oklahoma City, OK

  • Corporate Financial Accounting

    • May 1983 - May 1988
    • Oklahoma City, OK

    • Responsible for consolidated corporate federal and state income tax return preparation and consolidated financial statements. Additionally responsible for interest payable, notes payable, intercompany transactions consolidated cash flow statements, earnings projections and other financial reports including special projects for acquisitions and large sales. Experience with MSA's General Ledger, Custom Report Generator and Information Expert.