Experience

Bayerkohler & Graff, Ltd.

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Dec 2016 - Present

  Worked with the team to prepare tax plans, corporate and individual tax returns and bookkeeping. Worked with the team to prepare tax plans, corporate and individual tax returns and bookkeeping.



Mohs Tax Service

• United States
• Executive Offices

• Corporate Tax Professional

  • Jul 2015 - Dec 2016

  Prepared corporate and individual tax returns. Worked with clients on year end tax planning. Helped clients with IRS issues including IRS letters, audits and tax debt options, including hardship filings. Helped business owners to make the S Corp Election. Prepared corporate and individual tax returns. Worked with clients on year end tax planning. Helped clients with IRS issues including IRS letters, audits and tax debt options, including hardship filings. Helped business owners to make the S Corp Election.



Score Association

• 1 - 100 Employee

• Business Mentor

  • Aug 2015 - Aug 2015

  Part of a team mentoring small business owners in all areas of business to start or grow their business Part of a team mentoring small business owners in all areas of business to start or grow their business



NEW CONCEPTS MANAGEMENT GROUP INC.

• Real Estate
• 1 - 100 Employee

• ASSISTANT PROPERTY MANAGER | Problem Resolution, Customer Service, Budgeter, Corporate Tax Returns

  • 2011 - 2014

  Assisted in the day to day management of 15 homeowner associations consisting of 1900+ owners and residents.Notable achievement: assisting an association in obtaining a $1,000,000 project loan for 3 points less than projected. Assisted in the day to day management of 15 homeowner associations consisting of 1900+ owners and residents.Notable achievement: assisting an association in obtaining a $1,000,000 project loan for 3 points less than projected.



HOBO TAX SERVICES LLC

• Business Owner | Tax Instructor, Tax Issue Resolution

  • 2003 - 2010

  Handled all aspects of the business. Managed and trained seasonal staff of 25 Tax Professionals distributed between the 3 offices. Supported clients with tax authorities’ inquiries and audits.Taught tax classes to public and staff.Implemented marketing program which allowed growth from 1 office the first year in 2003 to 3 by 2005.Profitable every year. Handled all aspects of the business. Managed and trained seasonal staff of 25 Tax Professionals distributed between the 3 offices. Supported clients with tax authorities’ inquiries and audits.Taught tax classes to public and staff.Implemented marketing program which allowed growth from 1 office the first year in 2003 to 3 by 2005.Profitable every year.



H&R BLOCK

• Information Technology & Services
• 1 - 100 Employee

• District Operations Manager, Office Manager, Tax Preparer

  • 2001 - 2003

  District Operations Manager 2001-2003Oversaw 5 tax offices and reported to the District Manager in Phoenix, AZ. Set up and taught tax classes.Hired staff.Designed and implemented a tax internship program with Northern Arizona University. Handled client issues.Office Manager 1998-2001Managed tax office with staff of 10.Taught tax classes.Prepared over 600 individual tax returns yearly.Supported clients with tax authorities’ inquiries and audits.Tax Preparer 1996-1998Prepared over 300 each year.



Integrated Automation Inc.

• United States
• Automation Machinery Manufacturing
• 1 - 100 Employee

• Comptroller

  • 1979 - 1989

  Comptroller Managed all aspects of the Accounting Department. Reported to upper management and the Chairman of the Board. Accomplishments included:Set up accounting system.Managed and trained staff of 15.Handled all client, independent and SEC audits.Reviewed all contracts and participated in contract negotiations.Wrote the financial section of the Initial Public Offering.Aided Division Managers with budget preparation and monthly financial review. Comptroller Managed all aspects of the Accounting Department. Reported to upper management and the Chairman of the Board. Accomplishments included:Set up accounting system.Managed and trained staff of 15.Handled all client, independent and SEC audits.Reviewed all contracts and participated in contract negotiations.Wrote the financial section of the Initial Public Offering.Aided Division Managers with budget preparation and monthly financial review.