Partner

• Dec 2007 - Present

• Preparation and review of individual, partnership, corporate and non-profit income tax returns.• Perform tax research on a variety of tax issues. • Provide bookkeeping for small entities, including accounts payable, accounts receivable and conduct bank reconciliations.• Plan, schedule and orchestrate all aspects of auditing engagements such as planning of testing and audit programs, risk assessment, communication and coordination with clients, and substantive, analytical, and internal control testing of smaller non-profits and governmental entities. • Process payroll and payroll taxes for small companies and non-profit organizations including year-end reports and forms.• Interviewed clients to obtain information for tax returns and other special projects. • Responsible for the timely and accurately preparation and distribution of monthly, quarterly and annual internal financial statements and reports to management. • Supervised and delegated duties to assigned personnel.