Experience

Smith Schafer CPAs

• United States
• Accounting
• 1 - 100 Employee

• Tax Supervisor

  • Jul 2018 - Present



Simma Flottemesch & Orenstein, Ltd.

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Nov 2015 - Jun 2018



Valley Accounting & Tax, LLC

• Tax Manager

  • Jan 2015 - Nov 2015



Contractor

• Tax Manager/Consultant

  • Apr 2013 - Nov 2015



Abdo

• United States
• Accounting
• 100 - 200 Employee

• Senior Tax Accountant

  • Jan 2011 - Apr 2013



Boulay

• United States
• Accounting
• 100 - 200 Employee

• Small Business Tax Supervisor

  • Dec 2009 - Apr 2010

  Seasonal Hire for Tax SeasonPrepared and reviewed individual tax returnsPrepared Corp, S Corp, LLC, and Partnership returnsInteraction with clients and staff to gather information Seasonal Hire for Tax SeasonPrepared and reviewed individual tax returnsPrepared Corp, S Corp, LLC, and Partnership returnsInteraction with clients and staff to gather information



Baker Tilly US

• United States
• Accounting
• 700 & Above Employee

• Senior Tax Accountant

  • Dec 2006 - Jul 2009

  Construction/Real Estate GroupPrepared and reviewed individual tax returnsPrepared and reviewed Corp, S Corp, LLC, and Partnership returns focusing on the real estate and developer industryPart of the Affordable Housing sub-group--Focus on LIHTC and 704(b) returns and researchPrepared and reviewed large construction contractor, developer, and property management tax returnsInitiated new business by calling clients to discuss opportunities available, proposing, and receiving the workEstablished daily direct client contact and interaction, from bookkeeper to CFO to ownersPrepared and reviewed various corporate tax returns publicly-traded in the casino and racing industryStrong depreciation and cost segregation knowledgeMonthly bookkeeping for clients using QuickBooksExposure to various estate, trust, and gift tax returnsResearched basic and complex tax compliance issuesPrepared and reviewed individual and business estimates and year-end tax planning for clientsPrepared and reviewed monthly billing and collectionsStrong communication skills with clients and associates



Berc & Fox Limited

• Tax Accountant

  • Jun 2005 - Dec 2006

  Merged with Virchow Krause on December 31, 2006. Merged with Virchow Krause on December 31, 2006.



Hammer, Dieser & Mangskau, PLLP

• Tax and Audit Staff

  • Oct 2003 - Jun 2005

  Prepared federal and state individual tax returnsPrepared Corporation, S Corp, and Partnership returnsExperience with RIA CheckpointPrepared financial statements and quality controlOrganized and prepared W-2s and 1099s sent to clientsCompiled data and prepared State Auditor's Report for 501(c) gambling organizationsLight exposure to audit field work Prepared federal and state individual tax returnsPrepared Corporation, S Corp, and Partnership returnsExperience with RIA CheckpointPrepared financial statements and quality controlOrganized and prepared W-2s and 1099s sent to clientsCompiled data and prepared State Auditor's Report for 501(c) gambling organizationsLight exposure to audit field work